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Distance Only Mayfield Heights, 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
Ronald Bates (CRD# 2713953) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has 1 year of experience in the finance industry. Ronald Bates 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.
Gregory Berlin (CRD# 3269482) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Mayfield Heights, OH and has over 24 years of experience in the finance industry.
James Bernard (CRD# 2433970) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 30 years of experience in the finance industry.
Michelle Bizily (CRD# 4635389) is an Investment Advisor Representative working at Cornerstone Family Office, LLC in Mayfield Heights, OH and has 1 year of experience in the finance industry. Michelle Bizily 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.
Fred Botek (CRD# 4360854) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has over 22 years of experience in the finance industry.
Robert Casarona (CRD# 6368560) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Mayfield Heights, OH and has over 8 years of experience in the finance industry. Robert Casarona 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.
Denes Chapo (CRD# 2699741) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Mayfield Heights, OH and has over 28 years of experience in the finance industry.
Jeremy Clark (CRD# 3047287) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Heights, OH and has over 26 years of experience in the finance industry.
Ashley Costello (CRD# 6269723) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Mayfield Heights, OH and has over 9 years of experience in the finance industry. Ashley Costello 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.
Vincent Dagostino (CRD# 2806574) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mayfield Heights, OH and has over 26 years of experience in the finance industry.