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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
Scott Dozier (CRD# 6428168) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Toledo, OH and has over 9 years of experience in the finance industry.
Michael Duffy (CRD# 1927241) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Port Clinton, OH and has over 35 years of experience in the finance industry.
Carter Dye (CRD# 7116245) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Toledo, OH and has over 4 years of experience in the finance industry. Carter Dye 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.
Richard Frank (CRD# 1347857) is an Investment Advisor Representative working at Planmember Securities Corporation in Fremont, OH and has 1 year of experience in the finance industry.
Luke Franks (CRD# 7428983) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fostoria, OH and has over 2 years of experience in the finance industry.
Ruth Gahler (CRD# 5452619) is an Investment Advisor Representative working at Edward Jones in Perrysburg, OH and has over 4 years of experience in the finance industry.
Thomas Geissler (CRD# 2962412) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Toledo, OH and has over 26 years of experience in the finance industry.
Andrea Gibbons (CRD# 4557728) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Toledo, OH and has over 2 years of experience in the finance industry.
Danielle Goebel (CRD# 7601237) is an Investment Advisor Representative working at Advisory Alpha, LLC in Perrysburg, OH and has 1 year of experience in the finance industry.
Elisa Goebel (CRD# 5090084) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Perrysburg, OH and has 1 year of experience in the finance industry.