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Distance Only Miamisburg, OH
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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
John Jervis (CRD# 2491300) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 29 years of experience in the finance industry.
Joshua Johnson (CRD# 2352341) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Miamisburg, OH and has over 25 years of experience in the finance industry. Joshua Johnson 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.
Katherine Kakas (CRD# 2922279) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 18 years of experience in the finance industry.
Tiffany Kellner (CRD# 3261850) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 24 years of experience in the finance industry.
Stephanie Kelly (CRD# 2947812) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 17 years of experience in the finance industry.
Michael Kern (CRD# 1235581) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 40 years of experience in the finance industry.
Karl Kessler (CRD# 2152213) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Miamisburg, OH and has over 32 years of experience in the finance industry.
Travis King (CRD# 2281136) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Miamisburg, OH and has over 31 years of experience in the finance industry.
John Knapke (CRD# 1302294) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 39 years of experience in the finance industry.
Stacie Koesters (CRD# 5734412) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Miamisburg, OH and has over 11 years of experience in the finance industry.