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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
Rakesh Mehta (CRD# 2757921) is an Investment Advisor Representative working at Mehta Money, LLC in South Bend, IN and has over 27 years of experience in the finance industry. Rakesh Mehta 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 Mock (CRD# 734387) is an Investment Advisor Representative working at Pennfield Capital Corp in South Bend, IN and has over 41 years of experience in the finance industry.
Shirley Myers (CRD# 1864924) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in South Bend, IN and has over 35 years of experience in the finance industry.
Lauren Nassau (CRD# 4732837) is an Investment Advisor Representative working at Lpl Financial LLC in South Bend, IN and has over 20 years of experience in the finance industry.
David Nieset (CRD# 1621370) is an Investment Advisor Representative working at Lpl Financial LLC in South Bend, IN and has over 37 years of experience in the finance industry.
John Niswonger (CRD# 6719607) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in South Bend, IN and has over 7 years of experience in the finance industry.
Barbara Obrochta (CRD# 2563449) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in South Bend, IN and has over 28 years of experience in the finance industry.
Bernard Packard (CRD# 4262614) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in South Bend, IN and has over 23 years of experience in the finance industry. Bernard Packard 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.
Waylon Peterson (CRD# 2729614) is an Investment Advisor Representative working at Lpl Financial LLC in South Bend, IN and has over 28 years of experience in the finance industry. Waylon Peterson 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.
Nathan Piwowar (CRD# 6770512) is an Investment Advisor Representative working at Lpl Financial LLC in South Bend, IN and has over 6 years of experience in the finance industry.