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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
Donald Berkey (CRD# 716708) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellevue, OH and has over 22 years of experience in the finance industry.
Matthew Caputo (CRD# 1096438) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bellevue, OH and has over 39 years of experience in the finance industry.
James Davis (CRD# 5214805) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellevue, OH and has over 17 years of experience in the finance industry.
James Deer (CRD# 4586655) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Bellevue, OH and has over 21 years of experience in the finance industry.
Jeffrey Mariea (CRD# 1547775) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bellevue, OH and has over 28 years of experience in the finance industry. Jeffrey Mariea 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.
Wesley Miller (CRD# 2944149) is an Investment Advisor Representative working at Edward Jones in Bellevue, OH and has over 26 years of experience in the finance industry.
Kevin Young (CRD# 2230647) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellevue, OH and has over 15 years of experience in the finance industry.
Jeffrey Thomas (CRD# 6729051) is an Investment Advisor Representative working at Edward Jones in Bellevue, OH and has over 4 years of experience in the finance industry.
William Adams (CRD# 2181026) is an Investment Advisor Representative working at Commonwealth Financial Network in Willard, OH and has over 31 years of experience in the finance industry.
Brian Allen (CRD# 2470574) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sandusky, OH and has over 29 years of experience in the finance industry.