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Financial Advisers in Ohio

Financial Advisers in Columbus, OH

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30 results found

Joel Field Columbus, OH

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Specialist • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Sales Representative • Operations Manager

Experience & Education

Position:
Financial Adviser at Eagle Strategies, LLC, Financial Services Professional at New York Life
Title:
Financial Adviser focused on service and developing strong long-term relationships with clients
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Eagle Strategies, LLC Financial Advisersince Jul 2010New York Life Financial Services Professionalsince Feb 2009
Full Profile

Scott Zerkle Columbus, OH

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Owner • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative

Experience & Education

Position:
Owner/Manager at College Funding Solutions of Ohio, LLC, Owner/Manager at Zerkle Financial...
Title:
Owner/Manager at College Funding Solutions of Ohio, LLC
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
College Funding Solutions of Ohio, LLC Owner/Managersince Aug 2008Zerkle Financial Services, LLC Owner/Managersince Jan 2006
Skills:
Estate Planning, Investments, Insurance, Retirement Planning, Strategic Financial Planning, Retirement
Full Profile

Jay O'malley Columbus, OH

Professions & Specialties

Financial Consultant • Retail Investment Officer • Financial Services Professional • Financial Services Sales Agent • Retail Financial Advisor • Financial Adviser • Financial Specialist • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Sr. Financial Advisor at Huntington Investment Company
Title:
Financial Advisor with Huntington Investment Company
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Huntington Investment Company Vice President, Sr. Financial Advisorsince Jul 2009PNC Investments Retail Investment Officer, Sr. Financial AdvisorMar 2006 - Jul 2009
Full Profile

Terry Hill Columbus, OH

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Branch Manager • Field Marketing Specialist • Marketing Administrator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager

Experience & Education

Position:
Branch Manager/Financial Advisor at Raymond James, Financial Adviser at The Delaware County Bank...
Title:
Branch Manager/Financial Advisor at Raymond James
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Raymond James Branch Manager/Financial Advisorsince Mar 2004The Delaware County Bank and Trust Company Financial Advisersince 2004
Skills:
Wealth Management, Loans, Consumer Lending, Banking, Credit, Portfolio Management, Mortgage...
Full Profile

Susan Niehaus Columbus, OH

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Adviser • Financial Services Sales Agent • Area Sales Manager • Regional Sales Consultant • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Advisor • Analysts

Experience & Education

Position:
Financial Specialist at PNC Bank
Title:
Financial Specialist, Financial Adviser and Regional Sales Manager
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
PNC Bank - Columbus, Ohio AreaFinancial Specialistsince Nov 2012Allstate Financial Services LLC - Columbus, Ohio AreaFinancial AdviserOct 2011 - Nov 2012
Full Profile

Ilya Kruglov Columbus, OH

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Auditor • Certified Public Accountant • Internal Auditor • Accounting Bookkeeper • Bookkeeper • Certified Auditor • Financial Compliance Examiner • Counselor • Advisor

Experience & Education

Work

Company:
Columbus regional airport authority
Internal auditor
Company:
Computek warranty - Columbus, OH
Financial/business adviser

Skills

Auditing, Public Accounting, IT Audit & Management, Budgeting & Forecasting, Financial...
Full Profile

Grant Brown Columbus, OH

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Tutor • Racer • Mathematician

Experience & Education

Position:
Financial Adviser at Waddell & Reed
Location:
Columbus, Ohio
Industry:
Financial Services
Work history:
Waddell & Reed - Columbus, Ohio AreaFinancial Advisersince Jun 2013The Ohio State University TutorAug 2008 - Apr 2013
Full Profile

Bob Dice Columbus, OH

Professions & Specialties

Retail Investment Officer • Financial Consultant • Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Retail Investment Officer at National City Corp, Financial Advisor at National City Bank
Title:
Retail Investment Officer at National City Corp
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
National City Corp Retail Investment Officersince Mar 1993National City Bank Financial Advisorsince 1993
Full Profile

H. Gill Columbus, OH

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Five Star Painting
Title:
Financial Adviser at New York Life
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Five Star Painting Ownersince Dec 2008
Full Profile

Bob Dice Columbus, OH

Professions & Specialties

Retail Investment Officer • Financial Consultant • Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Retail Investment Officer at National City Corp, Financial Advisor at National City Bank
Title:
Retail Investment Officer at National City Corp
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
National City Corp Retail Investment Officersince Mar 1993National City Bank Financial Advisorsince 1993
Full Profile

Jim Vandre Columbus, OH

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Adviser at New York Life
Location:
Columbus, Ohio Area
Industry:
Financial Services
Full Profile

Randy Sharp Columbus, OH

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Adviser at ING
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
ING Financial Adviser
Full Profile

Nick Disalle Columbus, OH

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Adviser
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
FA Financial AdviserNov 2001 - Jan 2002
Full Profile

Austin Farley Columbus, OH

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Agent • Sales Representative

Experience & Education

Work

Company:
Massmutual financial group
Company:
Massmutual financial group
Financial adviser / associate agent
Full Profile

Robert Dice Columbus, OH

Professions & Specialties

Retail Investment Officer • Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Retail Investment Officer at National City Corp
Location:
Columbus, Ohio Area
Industry:
Financial Services
Full Profile

Randolph Sharp Columbus, OH

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Adviser at ING
Location:
Columbus, Ohio Area
Industry:
Financial Services
Full Profile

Richard Ohde Columbus, OH

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Adviser at Nationwide Financial
Location:
Columbus, Ohio Area
Industry:
Financial Services
Full Profile

Carlos Stennis Columbus, OH

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Adviser at MetLife
Location:
Columbus, Ohio Area
Industry:
Financial Services
Full Profile

John Slyman Columbus, OH

Professions & Specialties

Financial Services Professional • Financial Adviser • Financial Services Sales Agent • Financial Specialist • Owner • Vice President • Chief Executive • Marketing Director • Operations Manager • Bachelor of Business Administration • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Agency Owner at Slyman Insurance Group, Inc.
Title:
Agency Owner - Nationwide Insurance
Location:
Columbus, Ohio Area
Industry:
Insurance
Work history:
Slyman Insurance Group, Inc. Agency Ownersince Oct 2009Lincoln Financial Group Divisional VP2007 - 2009
Full Profile

Tom Rist Columbus, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Business Systems Analyst • Information Technology Specialist • IT Analyst • IT Specialist • Business Intelligence Professional • Apprentice • Business Consultant • Advisor • Student Worker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Consumer Goods Professional • Commodities Clerk • Operations Manager • Vice President • Chief Executive

Experience & Education

Position:
Business Systems Analyst - Corporate Development Program at JPMorgan Chase, Campus Ambassador at...
Title:
Business Systems Analyst at JPMorgan Chase
Location:
Columbus, Ohio Area
Industry:
Information Technology and Services
Work history:
JPMorgan Chase - Columbus, Ohio AreaBusiness Systems Analyst - Corporate Development Programsince Jul 2012JPMorgan Chase - Columbus, Ohio AreaCampus Ambassadorsince Aug 2011
Skills:
Cross-functional Team Leadership, Analysis, Leadership, Financial Analysis, Management, Lean...
it is my goal one day to become a financial adviser or a fund manager
Full Profile

Adam Bornhorst Columbus, OH

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Department Manager • Department Supervisor • Manager • Operations Manager • Master of Business Administration • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Contractor • Team Member • Analysts

Experience & Education

Position:
Broker at NAI Ohio Equities, Investment Analyst at NAI Ohio Equities
Title:
Broker at NAI Ohio Equities
Location:
Columbus, Ohio
Industry:
Commercial Real Estate
Work history:
NAI Ohio Equities - Columbus, Ohio AreaBrokersince Jun 2013NAI Ohio Equities Investment Analystsince Jul 2012
Skills:
Series 7, Financial Analysis, Investments, Series 63, Series 65
Financial Adviser Associate at Morgan Stanley
Full Profile

Justin Miller Columbus, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive Officer • Chief Executive • Corporate Executive • Apprentice • Student Worker • Production Director • Operations Manager • Supporting Member • Organization Management • Team Member • Inspector • Cab Driver • Passenger Vehicle Driver • Motor Transportation Operator • Motor Vehicle Operator • Fisher • Master of Business Administration • Bachelor of Arts • State Inspector General • State Inspector • Information Technology Specialist • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Real Estate Manager

Experience & Education

Position:
Intern at N8 Medical, Inc, Owner and General Manager at Diadem Imports LLC
Title:
Owner of Diadem Imports LLC
Location:
Columbus, Ohio Area
Industry:
Luxury Goods & Jewelry
Work history:
N8 Medical, Inc - Columbus, Ohio AreaInternsince May 2013Diadem Imports LLC - Columbus, Ohio AreaOwner and General Managersince Aug 2012
Financial Adviser at Skylight Financial Group
Full Profile

Michael Greenman Columbus, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Operations Manager • Lieutenant • Public Affairs Officer • Organization Management • Public Relations Professinal • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Director at Glass Manufacturing Industry Council
Location:
Columbus, Ohio Area
Industry:
Glass, Ceramics & Concrete
Work history:
Glass Manufacturing Industry Council Executive Directorsince Sep 1998First Unitarian Universalist Church of Columbus, OH Social Justice1999 - 2010
Series 7 Financial Adviser at First Affirmative Financial N..
Full Profile

Lisa Stavsky Columbus, OH

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Director • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Sales Manager • Regional Sales Consultant • Sales Representative

Experience & Education

Position:
Senior Vice President - Territory Director, Financial Specialist Program at PNC
Title:
Senior Vice President - Territory Director at PNC
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
PNC - Columbus, Ohio AreaSenior Vice President - Territory Director, Financial Specialist Programsince Sep 2011PNC Senior Vice President - Regional Sales ManagerApr 2005 - Aug 2011
Skills:
Sales Management, Performance Management, Investments, Banking, Financial Advisory, Sales,...
Languages:
Hebrew
Full Profile

Sara Buergler Columbus, OH

Professions & Specialties

Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
NF Financial Sales Advisor at Nationwide Insurance
Title:
at Nationwide Insurance
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Nationwide Insurance NF Financial Sales Advisorsince Aug 2010Columbus Financial Group, Inc. New Business DeskNov 2008 - Aug 2010
Skills:
Series 7, 6, & 63 Licensed, Life, Health & Variable Licensed
Financial Adviser at MetLife Financial Services
Full Profile

Sara Buergler Columbus, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Financial Advisor at Nationwide Financial
Title:
at Nationwide Insurance
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Nationwide Financial Financial Advisorsince Aug 2010Columbus Financial Group, Inc. New Business Desk and Registered RepresentativeNov 2008 - Aug 2010
Skills:
Series 7, 6, & 63 Licensed, Life, Health & Variable Licensed
Financial Adviser at MetLife Financial Services
Full Profile

Dennis Overmyer Columbus, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Territory Sales Manager • Region Manager • Animal Breeder • Animal Care Technician • Animal Care Giver • Animal Caretaker • Soil and Plant Scientist • Area Manager • Managers

Experience & Education

Title:
Looking for the next organization that can benefit from my sales skills and ability to make friends and influence people
Location:
Columbus, Ohio Area
Industry:
Farming
Financial Adviser at UBS Wealth Management
Full Profile

Justin Miller Columbus, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Manager • Operations Manager • Counselor • Advisor • Corporate Executive • Chief Executive • Property Manager • Real Estate Manager • Master of Business Administration

Experience & Education

Work

Company:
N8 medical, inc
Senior manager of strategic marketing and business development
Company:
N8 medical, inc - Columbus, OH
Senior life science strategy consultant
Full Profile

Brittany Nickell Columbus, OH

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Supporting Member • Team Member • Sales Account Associate • Retail Salesperson • Sales Executive • Sales Manager

Experience & Education

Work

Company:
Germain mercedes benz of easton - Columbus, OH
Front desk reception
Company:
Storm team construction
Office manager
Full Profile

Whitney Logan Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Title:
CFP at Raymond James Financial Services
Location:
Columbus, Ohio Area
Industry:
Financial Services
Financial Adviser/ Branch Manager at Raymond James..
Full Profile

Financial Advisers near Columbus, OH01234DublinHilliardLewis CenterMarysvillePowellWesterville


Financial Advisers around Columbus, OH

Dublin  (4)
Hilliard  (1)
Lewis Center  (1)
Marysville  (1)
Powell  (1)
Westerville  (1)

Financial Advisers in Ohio

Sub-specializations