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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
Justin Holeski (CRD# 5818022) is an Investment Advisor Representative working at Newport Investment Advisors Inc. in Beachwood, OH and has over 13 years of experience in the finance industry.
Kenneth Holeski (CRD# 1286071) is an Investment Advisor Representative working at Newport Investment Advisors Inc. in Beachwood, OH and has over 35 years of experience in the finance industry.
John Hollis (CRD# 1708117) is an Investment Advisor Representative working at Park Avenue Securities LLC in Beachwood, OH and has over 31 years of experience in the finance industry.
Ronald Hollis (CRD# 2609535) is an Investment Advisor Representative working at Primerica Advisors in Beachwood, OH and has over 28 years of experience in the finance industry.
Patrick Hudec (CRD# 1534203) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Beachwood, OH and has over 37 years of experience in the finance industry.
Kery Hutner (CRD# 2631738) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 27 years of experience in the finance industry. Kery Hutner 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.
Eric Ingerman (CRD# 3276681) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 24 years of experience in the finance industry. Eric Ingerman 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.
Wellborn Jack (CRD# 3252242) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Beachwood, OH and has over 24 years of experience in the finance industry.
Adam Jacobs (CRD# 4990788) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Beachwood, OH and has over 15 years of experience in the finance industry.
Daniel Jacoby (CRD# 2541027) is an Investment Advisor Representative working at Lpl Financial LLC in Beachwood, OH and has over 29 years of experience in the finance industry.