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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
James Dawson (CRD# 6498757) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 8 years of experience in the finance industry.
Joseph Dazey (CRD# 3041876) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Akron, OH and has over 22 years of experience in the finance industry. Joseph Dazey 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.
Gentry Dean (CRD# 6928899) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 5 years of experience in the finance industry.
Matthew Dean (CRD# 5426459) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brunswick, OH and has over 7 years of experience in the finance industry.
Jeffrey Deeter (CRD# 4601990) is an Investment Advisor Representative working at Pnc Investments in Ashland, OH and has over 20 years of experience in the finance industry.
Keith Deimling (CRD# 3021184) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Medina, OH and has over 26 years of experience in the finance industry.
Christine Delaney-Fisk (CRD# 3260512) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 24 years of experience in the finance industry.
Michael Dempsey (CRD# 4071293) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Richfield, OH and has over 24 years of experience in the finance industry. Michael Dempsey 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.
Tyler Denholm (CRD# 5340891) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has 1 year of experience in the finance industry.
Nicholas Depalma (CRD# 6702354) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Fairlawn, OH and has over 7 years of experience in the finance industry.