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Distance Only Worthington, 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
Jeffrey Gordon (CRD# 5195140) is an Investment Advisor Representative working at Capital Analysts in Worthington, OH and has over 17 years of experience in the finance industry.
Jaime Goubeaux (CRD# 4543173) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, OH and has over 21 years of experience in the finance industry.
Ryan Greer (CRD# 5481792) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has over 9 years of experience in the finance industry.
Jonathan Groleau (CRD# 6249178) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Worthington, OH and has over 10 years of experience in the finance industry.
Molly Grubb (CRD# 5647291) is an Investment Advisor Representative working at Dynasty Family Office in Worthington, OH and has over 15 years of experience in the finance industry.
Robert Hackett (CRD# 1041015) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Worthington, OH and has over 35 years of experience in the finance industry.
Sana Haque (CRD# 6202272) is an Investment Advisor Representative working at Gianola Financial Planning, LLC in Worthington, OH and has over 10 years of experience in the finance industry. Sana Haque 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.
Jason Helterbridle (CRD# 4162812) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, OH and has over 19 years of experience in the finance industry.
Jeremy Hoepf (CRD# 5265618) is an Investment Advisor Representative working at Equitable Advisors, LLC in Worthington, OH and has over 15 years of experience in the finance industry.
Jared Hoffman (CRD# 5359735) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, OH and has over 9 years of experience in the finance industry.