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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
Patrick Surdy (CRD# 6596063) is an Investment Advisor Representative working at Edward Jones in Sandusky, OH and has over 8 years of experience in the finance industry.
Keith Sweigert (CRD# 5705491) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sandusky, OH and has over 14 years of experience in the finance industry.
Kit Tiell (CRD# 5414758) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bascom, OH and has over 7 years of experience in the finance industry.
Travis Tiell (CRD# 5986839) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Fostoria, OH and has over 7 years of experience in the finance industry.
Andrew Toccaceli (CRD# 6250343) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 10 years of experience in the finance industry.
Daniel Vieland (CRD# 4457307) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Clyde, OH and has over 18 years of experience in the finance industry.
Thomas Wagner (CRD# 2061198) is an Investment Advisor Representative working at Mml Investors Services, LLC in Findlay, OH and has over 30 years of experience in the finance industry.
Adam Walls (CRD# 5384253) is an Investment Advisor Representative working at Primerica Advisors in Findlay, OH and has over 11 years of experience in the finance industry.
Jeffrey Wehner (CRD# 5516095) is an Investment Advisor Representative working at Edward Jones in Sandusky, OH and has over 16 years of experience in the finance industry.
Kimberly Weithman (CRD# 5156506) is an Investment Advisor Representative working at Lpl Financial LLC in Sandusky, OH and has over 14 years of experience in the finance industry.