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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
Dori Riddle (CRD# 6940322) is an Investment Advisor Representative working at Dbk Financial Counsel, LLC in Cuyahoga Falls, OH and has over 5 years of experience in the finance industry.
Katrina Russo (CRD# 4318682) is an Investment Advisor Representative working at Huntington Financial Advisors in Cuyahoga Falls, OH and has over 17 years of experience in the finance industry.
Robert Sherman (CRD# 2305832) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cuyahoga Falls, OH and has over 25 years of experience in the finance industry.
Sandra Stack-Potjunas (CRD# 2124989) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Cuyahoga Falls, OH and has over 32 years of experience in the finance industry.
Gregory Terhune (CRD# 6615954) is an Investment Advisor Representative working at Edward Jones in Cuyahoga Falls, OH and has over 7 years of experience in the finance industry.
Jeffrey Thorne (CRD# 6744714) is an Investment Advisor Representative working at Edward Jones in Cuyahoga Falls, OH and has over 7 years of experience in the finance industry.
Mark Wilcox (CRD# 4060498) is an Investment Advisor Representative working at Commonwealth Financial Network in Cuyahoga Falls, OH and has over 24 years of experience in the finance industry. Mark Wilcox 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.
George Williams (CRD# 6241216) is an Investment Advisor Representative working at Primerica Advisors in Cuyahoga Falls, OH and has 1 year of experience in the finance industry.
Robert Winston (CRD# 3085941) is an Investment Advisor Representative working at Vision Financial Management, LLC in Cuyahoga Falls, OH and has over 25 years of experience in the finance industry. Robert Winston 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.
Jennifer Yeater (CRD# 3124098) is an Investment Advisor Representative working at Commonwealth Financial Network in Cuyahoga Falls, OH and has over 25 years of experience in the finance industry.