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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
Valarie Kaney (CRD# 5502947) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Centerville, OH and has over 14 years of experience in the finance industry.
Martin Kappeler (CRD# 5495402) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Centerville, OH and has over 12 years of experience in the finance industry.
Angela Katampe (CRD# 4467658) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huber Heights, OH and has over 21 years of experience in the finance industry.
Justin Kattau (CRD# 5425237) is an Investment Advisor Representative working at Edelman Financial Engines in Dayton, OH and has over 16 years of experience in the finance industry.
David Kay (CRD# 1412567) is an Investment Advisor Representative working at Lpl Financial LLC in Dayton, OH and has over 32 years of experience in the finance industry.
Richard Keller (CRD# 4873915) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dayton, OH and has over 5 years of experience in the finance industry.
Margaret Kenny (CRD# 6017687) is an Investment Advisor Representative working at Commonwealth Financial Network in Tipp City, OH and has over 7 years of experience in the finance industry. Margaret Kenny 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.
Stacia Kerlin-Welch (CRD# 2956530) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakwood, OH and has over 17 years of experience in the finance industry.
Jessica Keys (CRD# 5023940) is an Investment Advisor Representative working at Cuso Financial Services in Huber Heights, OH and has over 5 years of experience in the finance industry.
James Kilgore (CRD# 6695352) is an Investment Advisor Representative working at 401 Advisor, LLC in Centerville, OH and has over 7 years of experience in the finance industry.