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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
Mary Ann Wireman (CRD# 4678978) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 16 years of experience in the finance industry.
Thomas Wiseman (CRD# 2524307) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Botkins, OH and has over 26 years of experience in the finance industry.
Mark Wright (CRD# 2425878) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 30 years of experience in the finance industry. Mark Wright 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.
Justin Wurster (CRD# 5641887) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Piqua, OH and has over 13 years of experience in the finance industry. Justin Wurster 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.
Danielle Yingst (CRD# 6199738) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sidney, OH and has over 11 years of experience in the finance industry.
Jonathan Yoder (CRD# 5157579) is an Investment Advisor Representative working at Edward Jones in Coldwater, OH and has over 17 years of experience in the finance industry.
Judy Zehringer (CRD# 4248956) is an Investment Advisor Representative working at Spc in Celina, OH and has over 18 years of experience in the finance industry.
James Hiles (CRD# 5623431) is an Investment Advisor Representative working at Edward Jones in Celina, OH and has over 10 years of experience in the finance industry.
Peter Rafaniello (CRD# 4035623) is an Investment Advisor Representative working at Lpl Financial LLC in Lima, OH and has over 22 years of experience in the finance industry.
Ann Agozzino (CRD# 5819537) is an Investment Advisor Representative working at Lpl Financial LLC in Wapakoneta, OH and has over 8 years of experience in the finance industry.