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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
Marissa Beyer (CRD# 5003332) is an Investment Advisor Representative working at Fidato Wealth LLC in Middleburg Heights, OH and has 1 year of experience in the finance industry. Marissa Beyer 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.
Amy D'amico (CRD# 6126277) is an Investment Advisor Representative working at Fidato Wealth LLC in Middleburg Heights, OH and has over 11 years of experience in the finance industry.
Anthony D'amico (CRD# 5753413) is an Investment Advisor Representative working at Fidato Wealth LLC in Middleburg Heights, OH and has over 14 years of experience in the finance industry. Anthony D'amico 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.
John Damiano (CRD# 2982932) is an Investment Advisor Representative working at Lpl Financial LLC in Middleburg Heights, OH and has over 26 years of experience in the finance industry.
Mark Donnelly (CRD# 2926204) is an Investment Advisor Representative working at The Estate Planning Team, Inc. in Middleburg Heights, OH and has 1 year of experience in the finance industry.
Brian Eberhardt (CRD# 6610764) is an Investment Advisor Representative working at Fidato Wealth LLC in Middleburg Heights, OH and has over 8 years of experience in the finance industry.
John Grech (CRD# 5556815) is an Investment Advisor Representative working at Edward Jones in Middleburg Heights, OH and has over 15 years of experience in the finance industry.
Sheldon Katz (CRD# 3149281) is an Investment Advisor Representative working at Edward Jones in Middleburg Heights, OH and has over 25 years of experience in the finance industry.
Douglas Magers (CRD# 4012522) is an Investment Advisor Representative working at Fourth Dimension Wealth, LLC in Middleburg Heights, OH and has over 24 years of experience in the finance industry.
Dawn Mullenax (CRD# 3247481) is an Investment Advisor Representative working at Citizens Securities, Inc. in Middleburg Heights, OH and has over 16 years of experience in the finance industry.