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Distance Metro area (25 miles)
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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
Kelly Malatesta (CRD# 5500775) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Walton, KY and has over 15 years of experience in the finance industry.
Nan Matteson (CRD# 4947960) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Florence, KY and has over 18 years of experience in the finance industry. Nan Matteson 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.
Bradley McElwain (CRD# 5417644) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crestview Hills, KY and has over 16 years of experience in the finance industry.
Robert McNichol (CRD# 1358178) is an Investment Advisor Representative working at Mml Investors Services, LLC in Erlanger, KY and has over 37 years of experience in the finance industry.
Craig Middendorf (CRD# 1164834) is an Investment Advisor Representative working at Independent Financial Partners in Florence, KY and has over 23 years of experience in the finance industry. Craig Middendorf 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 Mills (CRD# 4205398) is an Investment Advisor Representative working at Liberty One Investment Management in Verona, KY and has over 23 years of experience in the finance industry.
Barry Millson (CRD# 1016266) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Florence, KY and has over 40 years of experience in the finance industry. Barry Millson 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.
James Morgan (CRD# 2458500) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Alexandria, KY and has over 28 years of experience in the finance industry.
William Nagy (CRD# 2139804) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Florence, KY and has over 30 years of experience in the finance industry.
Hillard Newsome (CRD# 4456365) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Alexandria, KY and has over 22 years of experience in the finance industry.