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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
Joseph Ray (CRD# 6236928) is an Investment Advisor Representative working at Marian Investor Coaching, Inc. in Greenwood, IN and has over 10 years of experience in the finance industry.
James Reisert (CRD# 5879510) is an Investment Advisor Representative working at Edward Jones in Greenwood, IN and has over 13 years of experience in the finance industry.
Christopher Rosser (CRD# 2725227) is an Investment Advisor Representative working at Edward Jones in Greenwood, IN and has over 14 years of experience in the finance industry.
Patricia Rothkopf (CRD# 1078662) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenwood, IN and has over 41 years of experience in the finance industry.
Karl Slavik (CRD# 5524414) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Greenwood, IN and has over 15 years of experience in the finance industry. Karl Slavik 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.
Daniel Steinbrunner (CRD# 2615294) is an Investment Advisor Representative working at Pnc Investments in Greenwood, IN and has over 28 years of experience in the finance industry.
Kim Stevenson (CRD# 2982715) is an Investment Advisor Representative working at Edward Jones in Greenwood, IN and has over 26 years of experience in the finance industry.
Douglas Stewart (CRD# 4292891) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenwood, IN and has over 23 years of experience in the finance industry.
Gary Stringer (CRD# 4292775) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenwood, IN and has over 23 years of experience in the finance industry.
Levi Sullivan (CRD# 6376861) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Greenwood, IN and has over 7 years of experience in the finance industry.