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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
Joseph Shively (CRD# 6642503) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Hamler, OH and has over 7 years of experience in the finance industry.
Phillip Bollin (CRD# 4537321) is an Investment Advisor Representative working at Bollin Wealth Management, LLC in Perrysburg, OH and has over 13 years of experience in the finance industry. Phillip Bollin 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 putclients' interests first and comply with the Financial Planning Practice...
Daniel Acheson (CRD# 7039238) is an Investment Advisor Representative working at Munn Wealth Management, LLC in Maumee, OH and has over 5 years of experience in the finance industry. Daniel Acheson 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.
Michael Allen (CRD# 2334231) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Columbus Grove, OH and has over 25 years of experience in the finance industry.
Titus Allen (CRD# 4774894) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Findlay, OH and has over 17 years of experience in the finance industry. Titus Allen 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.
Heather Allman (CRD# 5619817) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Defiance, OH and has over 15 years of experience in the finance industry.
Robert Anderson (CRD# 1729324) is an Investment Advisor Representative working at Primerica Advisors in Maumee, OH and has over 36 years of experience in the finance industry.
Christopher Anteau (CRD# 4724842) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Findlay, OH and has over 20 years of experience in the finance industry.
David Anzicek (CRD# 5616205) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Findlay, OH and has over 10 years of experience in the finance industry. David Anzicek 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.
Aaron Arnold (CRD# 6986873) is an Investment Advisor Representative working at Edward Jones in Perrysburg, OH and has over 5 years of experience in the finance industry.