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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
Marcia Kulberg (CRD# 1776457) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Beachwood, OH and has over 21 years of experience in the finance industry.
Kenneth Ladd (CRD# 5602063) is an Investment Advisor Representative working at Lpl Financial LLC in Beachwood, OH and has over 15 years of experience in the finance industry.
Christopher Lakian (CRD# 4681447) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 20 years of experience in the finance industry.
Alan Leitson (CRD# 4376148) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Beachwood, OH and has over 21 years of experience in the finance industry. Alan Leitson 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.
Nancy Leizman (CRD# 1600165) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beachwood, OH and has over 37 years of experience in the finance industry.
Morgan Lemaitre (CRD# 6050496) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 11 years of experience in the finance industry. Morgan Lemaitre 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.
Marisa Litwinsky (CRD# 5482534) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 15 years of experience in the finance industry.
Lauren Madera (CRD# 4406599) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 7 years of experience in the finance industry.
Rita Maher (CRD# 5281464) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 17 years of experience in the finance industry.
George Mahramas (CRD# 2458905) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beachwood, OH and has over 29 years of experience in the finance industry.