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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
Susan Akers (CRD# 2812948) is an Investment Advisor Representative working at Winslow Asset Management Inc. in Beachwood, OH and has over 27 years of experience in the finance industry.
James Albanese (CRD# 2179644) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Willoughby, OH and has over 29 years of experience in the finance industry.
Anna Alexander (CRD# 4803355) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Kirtland, OH and has over 12 years of experience in the finance industry.
Jack Alpern (CRD# 4557403) is an Investment Advisor Representative working at Essential Financial Planning, Inc. in Warren, OH and has over 24 years of experience in the finance industry.
William Ambrogio (CRD# 6896676) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry. William Ambrogio 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.
Micaela Amburgey (CRD# 6501597) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hudson, OH and has over 4 years of experience in the finance industry.
Angela Anderson (CRD# 4767766) is an Investment Advisor Representative working at Equitable Advisors, LLC in Akron, OH and has over 19 years of experience in the finance industry.
Anthony Anderson (CRD# 5811843) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beachwood, OH and has over 12 years of experience in the finance industry.
Marilyn Anderson (CRD# 2902513) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chagrin Falls, OH and has 1 year of experience in the finance industry.
Richard Anderson (CRD# 1327737) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has 1 year of experience in the finance industry.