-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jo Ann Desmarteau (CRD# 1141741) is an Investment Advisor Representative working at Citizens Securities, Inc. in Broadview Heights, OH and has over 40 years of experience in the finance industry.
Wendi Devan-Glovna (CRD# 3211950) 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.
Sergio Diaz (CRD# 4428139) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 15 years of experience in the finance industry.
Jason Dilauro (CRD# 2564787) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Akron, OH and has over 29 years of experience in the finance industry.
John Dipaolo (CRD# 5583583) is an Investment Advisor Representative working at Pnc Investments in Medina, OH and has over 12 years of experience in the finance industry.
James Docs (CRD# 2913883) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Akron, OH and has 1 year of experience in the finance industry.
Robert Dodaro (CRD# 6799094) is an Investment Advisor Representative working at Prism Wealth Management LLC in Wooster, OH and has over 7 years of experience in the finance industry.
Dane Donaldson (CRD# 4559193) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Strongsville, OH and has over 18 years of experience in the finance industry.
Michael Donnellan (CRD# 2052675) is an Investment Advisor Representative working at L.m. Kohn & Company in North Royalton, OH and has over 33 years of experience in the finance industry.
Carmen Donofrio (CRD# 6494800) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 5 years of experience in the finance industry. Carmen Donofrio 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.