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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
Anthony Schock (CRD# 2772816) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Miamisburg, OH and has over 27 years of experience in the finance industry.
Philip Schrager (CRD# 2060730) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Miamisburg, OH and has over 29 years of experience in the finance industry.
Jay Schwieterman (CRD# 2396267) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 30 years of experience in the finance industry.
Guy Smallwood (CRD# 1466361) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 38 years of experience in the finance industry.
Melissa Smith (CRD# 4533608) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 19 years of experience in the finance industry.
Charles Southard (CRD# 1443631) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Miamisburg, OH and has 1 year of experience in the finance industry.
David Space (CRD# 6432696) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 8 years of experience in the finance industry.
Brianne Squibb (CRD# 4764250) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 19 years of experience in the finance industry.
James St.pierre (CRD# 6370748) is an Investment Advisor Representative working at Everhart Advisors in Miamisburg, OH and has 1 year of experience in the finance industry.
Nicholas Stebner (CRD# 5944361) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Miamisburg, OH and has 1 year of experience in the finance industry. Nicholas Stebner 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.