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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
Mark Weaver (CRD# 1433361) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Broadview Heights, OH and has over 38 years of experience in the finance industry.
Jay McClellan (CRD# 1360920) is an Investment Advisor Representative working at Cornerstone Asset Management Services, Inc. in Broadview Heights, OH and has over 30 years of experience in the finance industry. Jay McClellan 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.
Daniel Cunningham (CRD# 7094566) is an Investment Advisor Representative working at Cunningham Wealth Management in Broadview Heights, OH and has over 3 years of experience in the finance industry.
Kyle Holdsworth (CRD# 6500334) is an Investment Advisor Representative working at Equitable Advisors, LLC in Broadview Heights, OH and has over 3 years of experience in the finance industry.
Kyle Kennedy (CRD# 7503006) is an Investment Advisor Representative working at Cunningham Wealth Management in Broadview Heights, OH and has over 3 years of experience in the finance industry.
Alex McKenna (CRD# 5881354) is an Investment Advisor Representative working at Equitable Advisors, LLC in Broadview Heights, OH and has over 10 years of experience in the finance industry.
Markus Weaver (CRD# 7004690) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Broadview Heights, OH and has over 3 years of experience in the finance industry.
Richard Gerbracht (CRD# 5310387) is an Investment Advisor Representative working at Lpl Financial LLC in Bay Village, OH and has over 16 years of experience in the finance industry.
Robert Billstein (CRD# 1065232) is an Investment Advisor Representative working at Independence Capital Company, Inc. in Parma, OH and has almost 40 years of experience in the financial industry. Robert Billstein 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 putclients' interests first and comply with the Financial Planning...