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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
Susan Akers (CRD# 2812948) is an Investment Advisor Representative working at Winslow Asset Management Inc. in Beachwood, OH and has over 27 years of experience in the finance industry.
James Albanese (CRD# 2179644) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Willoughby, OH and has over 29 years of experience in the finance industry.
Kevin Alberty (CRD# 5304085) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cleveland, OH and has over 16 years of experience in the finance industry.
Anna Alexander (CRD# 4803355) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Kirtland, OH and has over 12 years of experience in the finance industry.
Nicholas Alexander (CRD# 4428250) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cleveland, OH and has over 20 years of experience in the finance industry.
Dolores Alquist (CRD# 2446519) is an Investment Advisor Representative working at Pnc Investments in Akron, OH and has over 26 years of experience in the finance industry.
William Ambrogio (CRD# 6896676) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry. William Ambrogio 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.
Douglas Ambrose (CRD# 4068870) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Orange Village, OH and has over 22 years of experience in the finance industry. Douglas Ambrose 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.
Micaela Amburgey (CRD# 6501597) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hudson, OH and has over 4 years of experience in the finance industry.
Tyler Amos (CRD# 4561938) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Copley, OH and has over 19 years of experience in the finance industry.