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Distance Only Copley, OH
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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
Sharon Parker (CRD# 1859915) is an Investment Advisor Representative working at Planmember Securities Corporation in Copley, OH and has over 35 years of experience in the finance industry.
Mark Peterson (CRD# 1137882) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Copley, OH and has 1 year of experience in the finance industry. Mark Peterson 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.
Jeff Rovnak (CRD# 3275236) is an Investment Advisor Representative working at Signal Tree Financial Partners LLC in Copley, OH and has over 24 years of experience in the finance industry. Jeff Rovnak 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.
Terrence Arnold (CRD# 1253866) is an Investment Advisor Representative working at Planmember Securities Corporation in Copley, OH and has over 28 years of experience in the finance industry.
Matthew Kimberly (CRD# 7110553) is an Investment Advisor Representative working at Planmember Securities Corporation in Copley, OH and has over 3 years of experience in the finance industry. Matthew Kimberly 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.
Zackary Levine (CRD# 6936916) is an Investment Advisor Representative working at Vicus Capital, Inc. in Copley, OH and has over 4 years of experience in the finance industry. Zackary Levine 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.
Benjamin Reker (CRD# 7428717) is an Investment Advisor Representative working at Signal Tree Financial Partners LLC in Copley, OH and has 1 year of experience in the finance industry.