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Distance Only Miamisburg, 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
Michael Abbinante (CRD# 3004878) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 25 years of experience in the finance industry.
Afetsi Aidam (CRD# 4749092) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Miamisburg, OH and has over 19 years of experience in the finance industry.
Nicholas Amos (CRD# 4741899) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 19 years of experience in the finance industry.
C Anderson (CRD# 2366571) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 30 years of experience in the finance industry.
John Anderson (CRD# 5965847) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 12 years of experience in the finance industry.
Richard Archibald (CRD# 2455081) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 30 years of experience in the finance industry.
Michael Aukerman (CRD# 5207532) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 17 years of experience in the finance industry.
Tina Bernardi (CRD# 2667590) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 8 years of experience in the finance industry.
David Beyerle (CRD# 5999436) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Miamisburg, OH and has over 10 years of experience in the finance industry. David Beyerle 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.
James Blalock (CRD# 2518828) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 27 years of experience in the finance industry.