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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
Penny Wasem (CRD# 4539006) is an Investment Advisor Representative working at Lifetime Financial Planning Solutions, LLC in Lancaster, OH and has 1 year of experience in the finance industry. Penny Wasem 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.
Scott Webb (CRD# 2838613) is an Investment Advisor Representative working at Lpl Financial LLC in Mc Connelsville, OH and has over 27 years of experience in the finance industry.
William Weimer (CRD# 1437439) is an Investment Advisor Representative working at Lpl Financial LLC in Lancaster, OH and has over 38 years of experience in the finance industry.
Dawn Wilson (CRD# 5104078) is an Investment Advisor Representative working at Athens Impact Socially Responsible Investments in Athens, OH and has over 18 years of experience in the finance industry.
Nathaniel Wollenberg (CRD# 5636721) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lancaster, OH and has over 12 years of experience in the finance industry.
John Zang (CRD# 1995524) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lancaster, OH and has over 28 years of experience in the finance industry.
Allison Spangler (CRD# 5535838) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lancaster, OH and has over 8 years of experience in the finance industry.
Kristina Blevins (CRD# 2411629) is an Investment Advisor Representative working at Edward Jones in Lancaster, OH and has 1 year of experience in the finance industry.
Danette Carr (CRD# 5801534) is an Investment Advisor Representative working at Lpl Financial LLC in Athens, OH and has over 2 years of experience in the finance industry.
Michael Chapman (CRD# 7400362) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Athens, OH and has 1 year of experience in the finance industry.