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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
Kenneth Leist (CRD# 2142376) is an Investment Advisor Representative working at Eubel Brady & Suttman in Dayton, OH and has over 33 years of experience in the finance industry.
William Leonard (CRD# 4245306) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dayton, OH and has over 18 years of experience in the finance industry.
Elizabeth Li (CRD# 2982513) is an Investment Advisor Representative working at Ehmli Investment Advisors LLC in Dayton, OH and has over 26 years of experience in the finance industry. Elizabeth Li 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.
Douglas Lindley (CRD# 3192548) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dayton, OH and has over 24 years of experience in the finance industry.
David Liss (CRD# 2651090) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dayton, OH and has over 28 years of experience in the finance industry.
Alisa Livesay (CRD# 3126318) is an Investment Advisor Representative working at Alc Investment Advisory Services, LLC in Dayton, OH and has over 25 years of experience in the finance industry. Alisa Livesay 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.
Karen Luckoski (CRD# 5419663) is an Investment Advisor Representative working at Key Investment Services LLC in Dayton, OH and has over 16 years of experience in the finance industry.
Scott Lundy (CRD# 4340708) is an Investment Advisor Representative working at Eubel Brady & Suttman in Dayton, OH and has over 23 years of experience in the finance industry. Scott Lundy 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.
Christine Magoteaux (CRD# 4630757) is an Investment Advisor Representative working at Primerica Advisors in Dayton, OH and has over 17 years of experience in the finance industry.