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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
Jennifer Wininger (CRD# 6226800) is an Investment Advisor Representative working at Edward Jones in Lawrenceburg, KY and has over 10 years of experience in the finance industry. Jennifer Wininger 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.
Suzanne Wohlfeld (CRD# 3121240) is an Investment Advisor Representative working at Lpl Financial LLC in Louisville, KY and has over 25 years of experience in the finance industry.
David Wood (CRD# 2384874) is an Investment Advisor Representative working at Arbor Point Advisors in Frankfort, KY and has over 30 years of experience in the finance industry.
Jennifer Wooldridge (CRD# 4775385) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lexington, KY and has over 17 years of experience in the finance industry.
Miranda Wyles (CRD# 5169096) is an Investment Advisor Representative working at Edward Jones in Paris, KY and has over 17 years of experience in the finance industry.
Tim Yessin (CRD# 5752278) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lexington, KY and has over 13 years of experience in the finance industry.
Frank Yozwiak (CRD# 6864231) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has over 6 years of experience in the finance industry. Frank Yozwiak 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.
Suzanne Powell (CRD# 4752270) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 18 years of experience in the finance industry.
Slone Alley (CRD# 6853383) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lexington, KY and has over 5 years of experience in the finance industry.
Evan Ball (CRD# 7031970) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, KY and has 1 year of experience in the finance industry.