-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Edward Koncel (CRD# 6656245) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Miamisburg, OH and has over 7 years of experience in the finance industry.
Christopher Kowal (CRD# 5461355) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 16 years of experience in the finance industry.
Colin Kowalski (CRD# 1872911) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 35 years of experience in the finance industry.
Dawn Kramer (CRD# 6625554) is an Investment Advisor Representative working at Eubel Brady & Suttman in Miamisburg, OH and has 1 year of experience in the finance industry. Dawn Kramer 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.
Joshua Lake (CRD# 4911493) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Miamisburg, OH and has over 16 years of experience in the finance industry.
Deborah Lance (CRD# 3203636) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 24 years of experience in the finance industry.
Barry Linder (CRD# 2108177) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Miamisburg, OH and has over 33 years of experience in the finance industry.
Sandra Long (CRD# 4813715) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Miamisburg, OH and has over 19 years of experience in the finance industry.
Brigida Loucks (CRD# 6020568) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 11 years of experience in the finance industry.
David Lowe (CRD# 1965927) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Miamisburg, OH and has over 31 years of experience in the finance industry.