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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
Daniel Marlow (CRD# 7181037) is an Investment Advisor Representative working at Primerica Advisors in Findlay, OH and has 1 year of experience in the finance industry.
Alycia Music (CRD# 5086385) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has over 11 years of experience in the finance industry.
Alex Odenweller (CRD# 6800283) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Delphos, OH and has over 3 years of experience in the finance industry.
Bryan Okuley (CRD# 4897214) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Findlay, OH and has over 19 years of experience in the finance industry. Bryan Okuley 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.
Jack Potkanowicz (CRD# 7358010) is an Investment Advisor Representative working at Edward Jones in Bowling Green, OH and has over 2 years of experience in the finance industry.
James Powell (CRD# 6323576) is an Investment Advisor Representative working at Edward Jones in Findlay, OH and has over 9 years of experience in the finance industry.
Earl Price (CRD# 7149171) is an Investment Advisor Representative working at Primerica Advisors in Findlay, OH and has 1 year of experience in the finance industry.
Zach Recker (CRD# 7224921) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Findlay, OH and has over 4 years of experience in the finance industry.
Jeffry Risser (CRD# 6355519) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Findlay, OH and has 1 year of experience in the finance industry.
Chase Rose (CRD# 7496436) is an Investment Advisor Representative working at Hixon Zuercher Capital Management in Findlay, OH and has over 2 years of experience in the finance industry.