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Distance Only Mayfield Hts, 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
Richard Anderson (CRD# 1327737) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has 1 year of experience in the finance industry.
Shannon Barry (CRD# 4848041) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has 1 year of experience in the finance industry.
Daniel Bonder (CRD# 2518757) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has over 29 years of experience in the finance industry. Daniel Bonder 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.
Lee Friedman (CRD# 3259157) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mayfield Hts, OH and has over 23 years of experience in the finance industry.
David Leavitt (CRD# 3258885) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mayfield Hts, OH and has 1 year of experience in the finance industry.
Theodore Lorenzen (CRD# 2044769) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mayfield Hts, OH and has over 29 years of experience in the finance industry.
Anthony Podojil (CRD# 5653093) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mayfield Hts, OH and has over 2 years of experience in the finance industry.
Michael Primerano (CRD# 4619562) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has over 17 years of experience in the finance industry. Michael Primerano 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.
Bradley Schlang (CRD# 2755909) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mayfield Hts, OH and has over 27 years of experience in the finance industry.
Mark Tichar (CRD# 4282565) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mayfield Hts, OH and has over 23 years of experience in the finance industry.