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Distance Only Dayton, OH
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Braden Seymour (CRD# 7738832) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Dayton, OH and has 1 year of experience in the finance industry.
Stacy Staples (CRD# 5578536) is an Investment Advisor Representative working at Primerica Advisors in Dayton, OH and has 1 year of experience in the finance industry.
Lucas Steele (CRD# 7534299) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Dayton, OH and has 1 year of experience in the finance industry.
Chad Strong (CRD# 4300462) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dayton, OH and has 1 year of experience in the finance industry.
Allison Szkody (CRD# 7326281) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Dayton, OH and has 1 year of experience in the finance industry. Allison Szkody has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Tracy Travis (CRD# 5591001) is an Investment Advisor Representative working at Buckingham Financial Group, Inc. in Dayton, OH and has over 2 years of experience in the finance industry.
Curtis Uhlenhake (CRD# 7856921) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dayton, OH and has 1 year of experience in the finance industry. Curtis Uhlenhake has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Keith Waleskowski (CRD# 7177560) is an Investment Advisor Representative working at Wells Fargo Advisors in Dayton, OH and has over 4 years of experience in the finance industry.
Noah Webb (CRD# 7434627) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dayton, OH and has over 2 years of experience in the finance industry.
Nicholas Whitaker (CRD# 7360889) is an Investment Advisor Representative working at Jessup Wealth Management in Dayton, OH and has over 3 years of experience in the finance industry.