-
Distance Only Wooster, OH
-
COMPENSATION Either
-
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
Adam Starr (CRD# 5009294) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wooster, OH and has over 18 years of experience in the finance industry.
Jeffrey Swartzentruber (CRD# 2059935) is an Investment Advisor Representative working at Wells Fargo Advisors in Wooster, OH and has over 32 years of experience in the finance industry.
Nicholas Swigart (CRD# 2889262) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Wooster, OH and has over 26 years of experience in the finance industry.
John Vertal (CRD# 4188072) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Wooster, OH and has over 9 years of experience in the finance industry. John Vertal 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.
David Winner (CRD# 4775864) is an Investment Advisor Representative working at Winner Wealth Management in Wooster, OH and has over 19 years of experience in the finance industry.
Roger Inkrott (CRD# 4937820) is an Investment Advisor Representative working at Lpl Financial LLC in Wooster, OH and has over 17 years of experience in the finance industry.
Nicholas Allen (CRD# 7628861) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Wooster, OH and has 1 year of experience in the finance industry.
Stephen Armstrong (CRD# 7155231) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Wooster, OH and has over 4 years of experience in the finance industry.
Gretchen Carr (CRD# 7695774) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Wooster, OH and has 1 year of experience in the finance industry. Gretchen Carr 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.
Reid Delaney (CRD# 7711592) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wooster, OH and has 1 year of experience in the finance industry.