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Distance Only Blue Ash, OH
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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
Dinah Bird (CRD# 2131274) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 33 years of experience in the finance industry. Dinah Bird 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.
Matthew Cipri (CRD# 7375150) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Blue Ash, OH and has 1 year of experience in the finance industry.
Andrew Hicks (CRD# 6645648) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Blue Ash, OH and has 1 year of experience in the finance industry.
Adam Higgins (CRD# 6523519) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Blue Ash, OH and has over 8 years of experience in the finance industry.
Edwina Martin (CRD# 7831871) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has 1 year of experience in the finance industry.
Eric Mayer (CRD# 7249226) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Blue Ash, OH and has 1 year of experience in the finance industry.
Kyle Trischler (CRD# 7515968) is an Investment Advisor Representative working at Benchmark Wealth Management in Blue Ash, OH and has 1 year of experience in the finance industry.