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Distance Only Twinsburg, 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
Mark Annichine (CRD# 3256821) is an Investment Advisor Representative working at Lpl Financial LLC in Twinsburg, OH and has over 23 years of experience in the finance industry.
Darrell Claytor (CRD# 1128325) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Twinsburg, OH and has over 37 years of experience in the finance industry. Darrell Claytor 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.
Matthew Divita (CRD# 4184214) is an Investment Advisor Representative working at Lincoln Investment in Twinsburg, OH and has over 20 years of experience in the finance industry.
Timothy Edgington (CRD# 2516100) is an Investment Advisor Representative working at Edward Jones in Twinsburg, OH and has over 19 years of experience in the finance industry.
Matthew Junstrom (CRD# 5851988) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Twinsburg, OH and has over 13 years of experience in the finance industry.
Peter Kaplan (CRD# 2673321) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Twinsburg, OH and has over 28 years of experience in the finance industry.
Mary Lalli (CRD# 4598687) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Twinsburg, OH and has over 21 years of experience in the finance industry.
William Matejka (CRD# 2420250) is an Investment Advisor Representative working at Lincoln Investment in Twinsburg, OH and has over 30 years of experience in the finance industry.
Bruce Matlock (CRD# 1225186) is an Investment Advisor Representative working at Emerald Investments, Inc. in Twinsburg, OH and has 1 year of experience in the finance industry. Bruce Matlock 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.
Jonathan Mistofsky (CRD# 6285002) is an Investment Advisor Representative working at Lincoln Investment in Twinsburg, OH and has 1 year of experience in the finance industry.