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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
Shannon Barry (CRD# 4848041) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has 1 year of experience in the finance industry.
Chris Bart (CRD# 2581031) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 29 years of experience in the finance industry.
Bradley Bartel (CRD# 4874599) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rocky River, OH and has over 19 years of experience in the finance industry.
John Bartels (CRD# 2780646) is an Investment Advisor Representative working at Ancora Retirement Plan Advisors, LLC in Cleveland, OH and has over 27 years of experience in the finance industry.
David Barth (CRD# 4058874) is an Investment Advisor Representative working at Equitable Advisors, LLC in Broadview Heights, OH and has over 19 years of experience in the finance industry.
Steven Bartos (CRD# 2232498) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Westlake, OH and has over 32 years of experience in the finance industry.
Anthony Basalla (CRD# 5757317) is an Investment Advisor Representative working at Cerity Partners LLC in Cleveland, OH and has over 14 years of experience in the finance industry.
Joshua Basen (CRD# 5156644) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 17 years of experience in the finance industry.
Brett Baskin (CRD# 6499184) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has over 8 years of experience in the finance industry. Brett Baskin 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.
Cynthia Bassett (CRD# 14460) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pepper Pike, OH and has over 44 years of experience in the finance industry.