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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
Kimberly Morse (CRD# 3120153) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Anderson, IN and has over 25 years of experience in the finance industry.
Carl Nichols (CRD# 2288601) is an Investment Advisor Representative working at Lpl Financial LLC in Lapel, IN and has over 31 years of experience in the finance industry.
Michael Onieal (CRD# 2856959) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Muncie, IN and has over 27 years of experience in the finance industry.
Brian Osner (CRD# 5393333) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Muncie, IN and has over 16 years of experience in the finance industry. Brian Osner 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.
Fermon Owens (CRD# 2144350) is an Investment Advisor Representative working at Prudential Financial Planning Services in Indianapolis, IN and has over 32 years of experience in the finance industry.
Dustin Pennington (CRD# 5335991) is an Investment Advisor Representative working at Edward Jones in Pendleton, IN and has over 16 years of experience in the finance industry.
Daniel Perkins (CRD# 6489886) is an Investment Advisor Representative working at Perkins Wealth Advantage in Fishers, IN and has over 8 years of experience in the finance industry. Daniel Perkins 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.
Jim Pinkston (CRD# 1996972) is an Investment Advisor Representative working at Private Advisor Group, LLC in Fishers, IN and has over 33 years of experience in the finance industry. Jim Pinkston 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.
Margo Porter-Panfili (CRD# 5448766) is an Investment Advisor Representative working at Investor Fan in Upland, IN and has over 15 years of experience in the finance industry.
Patrick Price (CRD# 5507005) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fishers, IN and has over 16 years of experience in the finance industry.