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Distance Metro area (25 miles)
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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
Bradford Lohiser (CRD# 4542401) is an Investment Advisor Representative working at Zenith Investments in Concord Township, OH and has 1 year of experience in the finance industry. Bradford Lohiser 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.
Robert Lord (CRD# 6599020) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Concord Township, OH and has over 6 years of experience in the finance industry.
Daniel Midgley (CRD# 2167095) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Concord Township, OH and has over 18 years of experience in the finance industry.
Todd Morgan (CRD# 4918959) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Madison, OH and has over 17 years of experience in the finance industry.
Jeffrey Nagle (CRD# 6361803) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Painesville, OH and has over 9 years of experience in the finance industry.
Kacey Northrup (CRD# 6281001) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Girard, PA and has over 10 years of experience in the finance industry.
Mark Petro (CRD# 4335772) is an Investment Advisor Representative working at Lakeland Investor Services, Inc. in Conneaut Lake, PA and has over 23 years of experience in the finance industry.
Lee Quignano (CRD# 3075373) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Concord Township, OH and has over 16 years of experience in the finance industry.
Kevin Reeg (CRD# 6801508) is an Investment Advisor Representative working at Edward Jones in Madison, OH and has over 5 years of experience in the finance industry.