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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
Angela Bowman (CRD# 5784986) is an Investment Advisor Representative working at Huntington Financial Advisors in Jefferson, OH and has over 9 years of experience in the finance industry.
Jackie Brick (CRD# 4059489) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Willoughby Hills, OH and has over 23 years of experience in the finance industry.
Stephen Briggs (CRD# 3202267) is an Investment Advisor Representative working at Citizens Securities, Inc. in Mentor, OH and has over 17 years of experience in the finance industry. Stephen Briggs 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.
Jonathan Broadbent (CRD# 4649531) is an Investment Advisor Representative working at Plan Partners LLC in Newbury, OH and has over 19 years of experience in the finance industry.
Justin Brock (CRD# 4320112) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Middlefield, OH and has over 17 years of experience in the finance industry.
Darren Brooks (CRD# 2601668) is an Investment Advisor Representative working at Commonwealth Financial Network in Mentor, OH and has over 27 years of experience in the finance industry.
Bradley Brown (CRD# 1878044) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Willoughby, OH and has over 34 years of experience in the finance industry.
Jeremiah Brudno (CRD# 4095971) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mentor-on-the-lake, OH and has over 23 years of experience in the finance industry. Jeremiah Brudno 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.
David Bucholtz (CRD# 2598738) is an Investment Advisor Representative working at Commonwealth Financial Network in Willoughby Hills, OH and has over 23 years of experience in the finance industry. David Bucholtz 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.
Edmund Burke (CRD# 6308394) is an Investment Advisor Representative working at Valiance Group in Mentor-on-the-lake, OH and has over 10 years of experience in the finance industry.