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Distance Only Pepper Pike, 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
Shams Afzal (CRD# 6446314) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 6 years of experience in the finance industry.
William Anderson (CRD# 4518862) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 17 years of experience in the finance industry.
Molly Balunek (CRD# 2841031) is an Investment Advisor Representative working at Endeavor Wealth Advisors, LLC in Pepper Pike, OH and has 1 year of experience in the finance industry. Molly Balunek 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.
Bryan Barragate (CRD# 2507312) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pepper Pike, OH and has over 29 years of experience in the finance industry.
Cynthia Bassett (CRD# 14460) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pepper Pike, OH and has over 44 years of experience in the finance industry.
Andrew Bearden (CRD# 5290391) is an Investment Advisor Representative working at Pnc Investments in Pepper Pike, OH and has over 17 years of experience in the finance industry.
Patrick Behm (CRD# 6361691) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pepper Pike, OH and has over 8 years of experience in the finance industry.
David Bennett (CRD# 803935) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pepper Pike, OH and has over 38 years of experience in the finance industry.
Chanan Bergman (CRD# 2576085) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pepper Pike, OH and has over 28 years of experience in the finance industry.
Steven Berman (CRD# 2780894) is an Investment Advisor Representative working at Wells Fargo Advisors in Pepper Pike, OH and has over 27 years of experience in the finance industry. Steven Berman 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.