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Distance Only Greenwood, IN
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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
Michael Meiners (CRD# 331344) is an Investment Advisor Representative working at Financial Plans & Strategies, Inc. in Greenwood, IN and has over 43 years of experience in the finance industry. Michael Meiners 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.
Scott Mings (CRD# 2174426) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenwood, IN and has over 25 years of experience in the finance industry.
Julianna Morales (CRD# 4730615) is an Investment Advisor Representative working at Lpl Financial LLC in Greenwood, IN and has over 20 years of experience in the finance industry. Julianna Morales 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.
Edward Ochoa (CRD# 2074619) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenwood, IN and has over 33 years of experience in the finance industry. Edward Ochoa 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.
Samuel Otley (CRD# 6151968) is an Investment Advisor Representative working at Edward Jones in Greenwood, IN and has over 8 years of experience in the finance industry.
Robert Parke (CRD# 2917488) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenwood, IN and has over 22 years of experience in the finance industry.
Gerald Poore (CRD# 2075178) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Greenwood, IN and has over 15 years of experience in the finance industry.
Albert Rahman (CRD# 2539905) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenwood, IN and has over 29 years of experience in the finance industry.
Susan Ramey (CRD# 4465331) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenwood, IN and has over 22 years of experience in the finance industry.