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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
Veronica Cuevas (CRD# 7334566) is an Investment Advisor Representative working at Edward Jones in Van Wert, OH and has over 2 years of experience in the finance industry.
Noah Davis (CRD# 7309648) is an Investment Advisor Representative working at Lpl Financial LLC in Lima, OH and has 1 year of experience in the finance industry.
Jacob Elrod (CRD# 5310588) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lima, OH and has over 17 years of experience in the finance industry.
Brady Emmons (CRD# 7099503) is an Investment Advisor Representative working at Edward Jones in Lima, OH and has over 4 years of experience in the finance industry.
Corey Frazer (CRD# 6099011) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lima, OH and has 1 year of experience in the finance industry.
Jacinda Fried (CRD# 7232989) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has 1 year of experience in the finance industry.
Adam Fullenkamp (CRD# 7231593) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Sidney, OH and has 1 year of experience in the finance industry. Adam Fullenkamp 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.
Julie Fuller (CRD# 6039558) is an Investment Advisor Representative working at Money Concepts Advisory Service in Sidney, OH and has 1 year of experience in the finance industry.
Shawn Goetz (CRD# 7180576) is an Investment Advisor Representative working at Reservoir Wealth Management in Lima, OH and has over 4 years of experience in the finance industry.
John Gonzalez (CRD# 7642290) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coldwater, OH and has 1 year of experience in the finance industry.