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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
Shari Anderson (CRD# 5998836) is an Investment Advisor Representative working at Avantax Advisory Services in Cincinnati, OH and has over 10 years of experience in the finance industry.
Jonathan Andre (CRD# 5767879) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Cincinnati, OH and has 1 year of experience in the finance industry. Jonathan Andre 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.
Larry Andreano (CRD# 5048197) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 18 years of experience in the finance industry.
Michael Andrews (CRD# 4000927) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cincinnati, OH and has over 24 years of experience in the finance industry.
John Anning (CRD# 2888277) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 26 years of experience in the finance industry.
Robert Anning (CRD# 2171551) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 32 years of experience in the finance industry.
Robert Anning (CRD# 6240) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 42 years of experience in the finance industry.
Brian Antenucci (CRD# 4898045) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 18 years of experience in the finance industry.
Ryan Antepenko (CRD# 4758268) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cincinnati, OH and has over 18 years of experience in the finance industry.
Jimmy Antia (CRD# 4699791) is an Investment Advisor Representative working at Priad Investment Advisers, LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.