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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
Donald Berkey (CRD# 716708) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellevue, OH and has over 22 years of experience in the finance industry.
Steven Berner (CRD# 2400702) is an Investment Advisor Representative working at Kmg Fiduciary Partners, LLC in Toledo, OH and has over 30 years of experience in the finance industry. Steven Berner 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.
Janice Bertz (CRD# 4803279) is an Investment Advisor Representative working at Edward Jones in Toledo, OH and has over 11 years of experience in the finance industry.
Leena Bhojraj (CRD# 5296610) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Toledo, OH and has over 17 years of experience in the finance industry.
James Bingham (CRD# 4149862) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellevue, OH and has over 23 years of experience in the finance industry.
Tyler Binkley (CRD# 6789304) is an Investment Advisor Representative working at Primerica Advisors in Maumee, OH and has 1 year of experience in the finance industry.
Joseph Bixler (CRD# 6262672) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Maumee, OH and has over 9 years of experience in the finance industry.
Brent Blaus (CRD# 2563015) is an Investment Advisor Representative working at Lpl Financial LLC in Bellevue, OH and has over 29 years of experience in the finance industry.
David Bodner (CRD# 2205741) is an Investment Advisor Representative working at Mml Investors Services, LLC in Toledo, OH and has over 32 years of experience in the finance industry.
Lauren Bodziony (CRD# 6681973) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toledo, OH and has over 5 years of experience in the finance industry.