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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
Ashley Arsena (CRD# 7030080) is an Investment Advisor Representative working at Shaker Investments in Beachwood, OH and has over 5 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.
Peter Augustin (CRD# 6180894) is an Investment Advisor Representative working at Dakota Wealth, LLC in Akron, OH and has over 9 years of experience in the finance industry. Peter Augustin 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.
Gregory Augustine (CRD# 2172435) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Beachwood, OH and has over 25 years of experience in the finance industry.
George Aussem (CRD# 3209743) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 23 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.
Kay Auwerter (CRD# 5463625) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 16 years of experience in the finance industry.
Charles Avarello (CRD# 4525996) is an Investment Advisor Representative working at Fairway Wealth Management LLC in Independence, OH and has over 22 years of experience in the finance industry. Charles Avarello 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.
Mildred Babb Perkins (CRD# 2418158) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 25 years of experience in the finance industry. Mildred Babb Perkins 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.
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.