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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
Bradley Mattix (CRD# 6488517) is an Investment Advisor Representative working at Mattix Wealth Management LLC in Jeffersonville, IN and has over 8 years of experience in the finance industry.
John Moriarty (CRD# 6212857) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Jeffersonville, IN and has over 10 years of experience in the finance industry.
Charles Neal (CRD# 3138718) is an Investment Advisor Representative working at Private Client Services, LLC in Jeffersonville, IN and has over 22 years of experience in the finance industry.
Antonio Palazzo (CRD# 6948052) is an Investment Advisor Representative working at Edward Jones in Jeffersonville, IN and has over 5 years of experience in the finance industry.
Dallas Polk (CRD# 3043384) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jeffersonville, IN and has over 25 years of experience in the finance industry.
Heather Shonkwiler (CRD# 6265614) is an Investment Advisor Representative working at Edward Jones in Jeffersonville, IN and has over 10 years of experience in the finance industry.
Jeremy Sickles (CRD# 5025192) is an Investment Advisor Representative working at Independent Financial Partners in Jeffersonville, IN and has over 17 years of experience in the finance industry. Jeremy Sickles 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.
Seth Stewart (CRD# 5467292) is an Investment Advisor Representative working at Brookstone Financial in Jeffersonville, IN and has over 16 years of experience in the finance industry.
Matthew Wagner (CRD# 5339909) is an Investment Advisor Representative working at Oxinas Partners Wealth Management in Jeffersonville, IN and has over 14 years of experience in the finance industry.
Phyllis Spears (CRD# 2984166) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Jeffersonville, IN and has over 25 years of experience in the finance industry.