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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
Jason Stockmaster (CRD# 5634338) is an Investment Advisor Representative working at Eagle Strategies LLC in Mentor, OH and has over 6 years of experience in the finance industry.
Kayla Stowe (CRD# 5872772) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Mentor, OH and has over 12 years of experience in the finance industry. Kayla Stowe 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 Taylor (CRD# 2491175) is an Investment Advisor Representative working at Turning Point Advisors, LLC in Novelty, OH and has over 22 years of experience in the finance industry.
Bryan Thomas (CRD# 5549716) is an Investment Advisor Representative working at Lpl Financial LLC in Mentor, OH and has over 10 years of experience in the finance industry.
Tamika Thomas (CRD# 5290845) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mentor, OH and has over 11 years of experience in the finance industry.
Angela Thompson (CRD# 6016309) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Willoughby, OH and has over 5 years of experience in the finance industry.
Nicholas Tibaldi (CRD# 446721) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Willoughby, OH and has over 40 years of experience in the finance industry.
James Tracz (CRD# 4269149) is an Investment Advisor Representative working at Commonwealth Financial Network in Willoughby Hills, OH and has over 19 years of experience in the finance industry.
David Turben (CRD# 2591599) is an Investment Advisor Representative working at Turning Point Advisors, LLC in Novelty, OH and has over 29 years of experience in the finance industry. David Turben 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.
Chad Vavpetic (CRD# 5118842) is an Investment Advisor Representative working at Equitable Advisors, LLC in Jefferson, OH and has over 17 years of experience in the finance industry.