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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
Joseph Palko (CRD# 5335335) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 10 years of experience in the finance industry. Joseph Palko 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.
Robert Renner (CRD# 4680886) is an Investment Advisor Representative working at Ancora Inverness, LLC in Cleveland, OH and has 13 year of experience in the finance industry.
Paula Crosby (CRD# 4832673) is an Investment Advisor Representative working at Axa Advisors, LLC in Cleveland, OH and has over 12 years of experience in the finance industry.
William Fecht (CRD# 5591548) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cleveland, OH and has over 9 years of experience in the finance industry.
Randal Lupi (CRD# 4820954) is an Investment Advisor Representative working at Axa Advisors, LLC in Cleveland, OH and has over 13 years of experience in the finance industry.
Russell Bauman (CRD# 1086193) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Cleveland, OH and has over 35 years of experience in the finance industry.
Angela Berry (CRD# 2683493) is an Investment Advisor Representative working at Vantage Financial Group, Inc. in Cleveland, OH and has over 18 years of experience in the finance industry.
Debra Boerger (CRD# 1565941) is an Investment Advisor Representative working at Hpm Partners LLC in Cleveland, OH and has over 31 years of experience in the finance industry. Debra Boerger 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.
Daniel Bonder (CRD# 2518757) is an Investment Advisor Representative working at Capital Analysts in Cleveland, OH and has over 23 years of experience in the finance industry. Daniel Bonder 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.