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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
Curtis Bissell (CRD# 6285049) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fairview Park, OH and has over 9 years of experience in the finance industry.
Nathan Dorner (CRD# 6079078) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fairview Park, OH and has over 11 years of experience in the finance industry.
Stephen Dowdell (CRD# 5950712) is an Investment Advisor Representative working at Lpl Financial LLC in Fairview Park, OH and has over 12 years of experience in the finance industry.
Garrett Estes (CRD# 3232562) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fairview Park, OH and has over 5 years of experience in the finance industry.
Rebecca Greene (CRD# 6592199) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fairview Park, OH and has over 8 years of experience in the finance industry.
Thomas Kehoe (CRD# 2891711) is an Investment Advisor Representative working at Independent Financial Group, LLC in Fairview Park, OH and has over 10 years of experience in the finance industry. Thomas Kehoe 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.
Joseph Kovach (CRD# 2620971) is an Investment Advisor Representative working at Rockport Wealth Advisors in Fairview Park, OH and has over 28 years of experience in the finance industry. Joseph Kovach 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.
Joshua Lorek (CRD# 2927639) is an Investment Advisor Representative working at Lpl Financial LLC in Fairview Park, OH and has over 20 years of experience in the finance industry.
Marlene Muscovich (CRD# 2746627) is an Investment Advisor Representative working at Lpl Financial LLC in Fairview Park, OH and has over 27 years of experience in the finance industry.
David Ptacek (CRD# 2568884) is an Investment Advisor Representative working at Lpl Financial LLC in Fairview Park, OH and has over 25 years of experience in the finance industry.