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Distance Only Beachwood, 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
Greg Goldfeder (CRD# 5764143) is an Investment Advisor Representative working at Vivaldi Capital Management LP in Beachwood, OH and has 1 year of experience in the finance industry.
Joseph Granzier (CRD# 2390090) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 15 years of experience in the finance industry.
Bruce Greenwald (CRD# 1413095) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 25 years of experience in the finance industry.
Mikal Haddad (CRD# 5428782) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 16 years of experience in the finance industry. Mikal Haddad 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.
Tina Hallier (CRD# 4785676) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Beachwood, OH and has over 20 years of experience in the finance industry.
Melissa Halloran (CRD# 2847148) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 25 years of experience in the finance industry.
Sarah Hannibal (CRD# 4277177) is an Investment Advisor Representative working at Walden Wealth Partners LLC in Beachwood, OH and has over 23 years of experience in the finance industry.
Gregory Harris (CRD# 4307782) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Beachwood, OH and has over 23 years of experience in the finance industry.
Bruce Hartzmark (CRD# 1106323) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Beachwood, OH and has over 41 years of experience in the finance industry.
Autumn Harvey (CRD# 6477401) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 7 years of experience in the finance industry.