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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
Martin Burke (CRD# 5021475) is an Investment Advisor Representative working at Van Cleef Asset Management Inc. in Beachwood, OH and has over 18 years of experience in the finance industry.
Matthew Burnham (CRD# 5586452) is an Investment Advisor Representative working at Auxin Group Wealth Management, LLC in Akron, OH and has over 15 years of experience in the finance industry.
Douglas Burns (CRD# 4824998) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 19 years of experience in the finance industry.
Michael Burrows (CRD# 2857119) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hudson, OH and has over 26 years of experience in the finance industry.
Jack Butler (CRD# 4133269) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Beachwood, OH and has over 24 years of experience in the finance industry.
James Butler (CRD# 1249523) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 40 years of experience in the finance industry. James Butler 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.
Janice Cackowski (CRD# 5902900) is an Investment Advisor Representative working at Centry Financial Advisors, LLC in Willoughby, OH and has 1 year of experience in the finance industry. Janice Cackowski 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.
Judith Caine (CRD# 2722743) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Solon, OH and has over 21 years of experience in the finance industry.
Kim Caito (CRD# 1888870) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pepper Pike, OH and has over 35 years of experience in the finance industry.
Caleb Callahan (CRD# 5011454) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 17 years of experience in the finance industry. Caleb Callahan 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.