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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
Jonathan Arntz (CRD# 2162201) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cleveland, OH and has over 30 years of experience in the finance industry. Jonathan Arntz 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.
Scott Arnwine (CRD# 4531292) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 21 years of experience in the finance industry.
Kristin Askey (CRD# 4746950) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cleveland, OH and has over 19 years of experience in the finance industry.
Robert Auster (CRD# 4163051) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cleveland, OH and has over 23 years of experience in the finance industry.
Gilbert Bachna (CRD# 2335152) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cleveland, OH and has over 27 years of experience in the finance industry.
Gregory Badowski (CRD# 5914135) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry. Gregory Badowski 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 Baitt (CRD# 6229445) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cleveland, OH and has over 10 years of experience in the finance industry.
Rebecca Bar-Shain (CRD# 5318833) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cleveland, OH and has over 16 years of experience in the finance industry. Rebecca Bar-Shain 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.
Jeffrey Barnes (CRD# 2296399) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 31 years of experience in the finance industry. Jeffrey Barnes 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.
Chris Bart (CRD# 2581031) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 29 years of experience in the finance industry.