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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
Todd Surgo (CRD# 4655125) is an Investment Advisor Representative working at Key Investment Services LLC in Lambertville, MI and has over 20 years of experience in the finance industry.
Keith Sweigert (CRD# 5705491) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sandusky, OH and has over 14 years of experience in the finance industry.
Clemens Szymanowski (CRD# 6579043) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Perrysburg, OH and has over 5 years of experience in the finance industry.
Travis Tiell (CRD# 5986839) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Fostoria, OH and has over 7 years of experience in the finance industry.
Andrew Toccaceli (CRD# 6250343) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 10 years of experience in the finance industry.
Thomas Tousley (CRD# 2208659) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Toledo, OH and has over 32 years of experience in the finance industry.
Jeffrey Traudt (CRD# 2913621) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Toledo, OH and has over 16 years of experience in the finance industry.
Nathan Tuori (CRD# 5809383) is an Investment Advisor Representative working at Pnc Investments in Toledo, OH and has over 13 years of experience in the finance industry.
Jeffrey Utterback (CRD# 4793105) is an Investment Advisor Representative working at Bfc Planning, Inc. in Toledo, OH and has over 19 years of experience in the finance industry.
Lisa Vajen (CRD# 3070756) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Perrysburg, OH and has over 10 years of experience in the finance industry.