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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
Kevin Alberty (CRD# 5304085) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cleveland, OH and has over 16 years of experience in the finance industry.
Anna Alexander (CRD# 4803355) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Kirtland, OH and has over 12 years of experience in the finance industry.
Nicholas Alexander (CRD# 4428250) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cleveland, OH and has over 20 years of experience in the finance industry.
David Alison (CRD# 5425119) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 16 years of experience in the finance industry. David Alison 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.
William Ambrogio (CRD# 6896676) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry. William Ambrogio 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.
Douglas Ambrose (CRD# 4068870) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Westlake, OH and has over 22 years of experience in the finance industry. Douglas Ambrose 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 Anastasakis (CRD# 1430504) is an Investment Advisor Representative working at Cornerstone Asset Management Services, Inc. in Broadview Heights, OH and has over 23 years of experience in the finance industry.
Nicholas Anastasakis (CRD# 4567882) is an Investment Advisor Representative working at Cornerstone Asset Management Services, Inc. in Broadview Hts, OH and has over 13 years of experience in the finance industry.
Anthony Anderson (CRD# 5811843) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beachwood, OH and has over 12 years of experience in the finance industry.
Marilyn Anderson (CRD# 2902513) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chagrin Falls, OH and has 1 year of experience in the finance industry.