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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
James Butler (CRD# 1249523) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 40 years of experience in the finance industry. James Butler 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.
Dora Byxbe (CRD# 3186791) is an Investment Advisor Representative working at Pnc Investments in Cleveland, OH and has over 25 years of experience in the finance industry.
Peter Calfee (CRD# 2878152) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 26 years of experience in the finance industry. Peter Calfee 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.
Patricia Callahan-Shular (CRD# 2673968) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cleveland, OH and has over 28 years of experience in the finance industry.
Kurt Camden (CRD# 4546592) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cleveland, OH and has over 21 years of experience in the finance industry.
Erica Cameron (CRD# 5320592) is an Investment Advisor Representative working at Cerity Partners LLC in Cleveland, OH and has over 17 years of experience in the finance industry. Erica Cameron 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.
Angelo Carcioppolo (CRD# 6099006) is an Investment Advisor Representative working at Mml Investors Services, LLC in Cleveland, OH and has over 6 years of experience in the finance industry. Angelo Carcioppolo 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.
Timothy Carneval (CRD# 5390057) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry. Timothy Carneval 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 Caron (CRD# 2269219) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 31 years of experience in the finance industry.
Ryan Catanese (CRD# 6715648) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry. Ryan Catanese 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.