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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
Jeffrey Atkinson (CRD# 1679474) is an Investment Advisor Representative working at Edward Jones in Loveland, OH and has over 26 years of experience in the finance industry.
Jason Austerman (CRD# 6103089) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Middletown, OH and has over 11 years of experience in the finance industry.
Michael Bagnulo (CRD# 867517) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 44 years of experience in the finance industry.
Curtis Bailey (CRD# 5014400) is an Investment Advisor Representative working at Quiet Wealth Management in Cincinnati, OH and has over 16 years of experience in the finance industry. Curtis Bailey 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.
Bennett Baker (CRD# 2999046) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Montgomery, OH and has over 26 years of experience in the finance industry.
Bruce Baker (CRD# 1033893) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cincinnati, OH and has over 41 years of experience in the finance industry.
Scott Barbee (CRD# 4360704) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 21 years of experience in the finance industry. Scott Barbee 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.
Christopher Barnes (CRD# 5450906) is an Investment Advisor Representative working at Pnc Investments in Mason, OH and has over 16 years of experience in the finance industry.
Timothy Barry (CRD# 4082369) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.