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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
Bradford Lohiser (CRD# 4542401) is an Investment Advisor Representative working at Zenith Investments in Concord Township, OH and has 1 year of experience in the finance industry. Bradford Lohiser 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.
Robert Lord (CRD# 6599020) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Concord Township, OH and has over 6 years of experience in the finance industry.
Joseph Lowe (CRD# 6340212) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mentor, OH and has over 9 years of experience in the finance industry.
Adam Lulow (CRD# 5388711) is an Investment Advisor Representative working at Equitable Advisors, LLC in Willoughby, OH and has over 7 years of experience in the finance industry.
Debora Majher (CRD# 5585370) is an Investment Advisor Representative working at Evergreen Retirement Services in Mentor, OH and has over 15 years of experience in the finance industry.
Victoria Mannarino (CRD# 1121077) is an Investment Advisor Representative working at Lpl Financial LLC in Willoughby Hills, OH and has over 38 years of experience in the finance industry. Victoria Mannarino 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.
Thomas Markell (CRD# 1396911) is an Investment Advisor Representative working at Lpl Financial LLC in Mentor, OH and has over 38 years of experience in the finance industry.
Kurt Marlow (CRD# 3013266) is an Investment Advisor Representative working at Huntington Financial Advisors in Mentor, OH and has over 26 years of experience in the finance industry. Kurt Marlow 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.
Daniel McGinnis (CRD# 5994280) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mentor, OH and has over 12 years of experience in the finance industry.
Robert McGuigan (CRD# 6281125) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Willoughby, OH and has over 9 years of experience in the finance industry.