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Distance Only Westlake, 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
Michael Brennan (CRD# 4293603) is an Investment Advisor Representative working at Morgan Stanley in Westlake, OH and has over 20 years of experience in the finance industry.
David Buckwald (CRD# 1883251) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 27 years of experience in the finance industry. David Buckwald 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.
Carole Burns (CRD# 4300455) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake, OH and has over 22 years of experience in the finance industry.
Brian Cahill (CRD# 1885157) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 35 years of experience in the finance industry.
Melana Carbary (CRD# 4968497) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Westlake, OH and has over 5 years of experience in the finance industry. Melana Carbary 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.
Donn Carmel (CRD# 2624268) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westlake, OH and has over 28 years of experience in the finance industry.
Todd Carmel (CRD# 2624271) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westlake, OH and has over 28 years of experience in the finance industry.
Joseph Caruso (CRD# 42340) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Westlake, OH and has over 42 years of experience in the finance industry.
Fady Chaccour (CRD# 2195970) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Westlake, OH and has over 26 years of experience in the finance industry.
Lisa Chenet (CRD# 6687377) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 7 years of experience in the finance industry.