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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
Edward Detomaso (CRD# 1038132) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cleveland, OH and has over 28 years of experience in the finance industry.
Leah Detwiler (CRD# 4677935) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry. Leah Detwiler 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.
Peter Devito (CRD# 5262918) is an Investment Advisor Representative working at Hightower Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry. Peter Devito 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.
Sergio Diaz (CRD# 4428139) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cleveland, OH and has over 15 years of experience in the finance industry.
John Diemer (CRD# 2004374) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cleveland, OH and has over 34 years of experience in the finance industry. John Diemer 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.
David Dirk (CRD# 4652001) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 24 years of experience in the finance industry.
Daniel Dolin (CRD# 4457916) is an Investment Advisor Representative working at Pnc Investments in Cleveland, OH and has over 19 years of experience in the finance industry.
Alexander Doll (CRD# 5913584) is an Investment Advisor Representative working at Anfield Wealth Management in Cleveland, OH and has 1 year of experience in the finance industry. Alexander Doll 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.
Jonathan Dominy (CRD# 4873926) is an Investment Advisor Representative working at Alliancebernstein LP in Cleveland, OH and has over 18 years of experience in the finance industry.
Patrick Donnelly (CRD# 5812508) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 12 years of experience in the finance industry. Patrick Donnelly 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.