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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
Donna Gero (CRD# 5776285) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hudson, OH and has over 13 years of experience in the finance industry.
Mei-chen Goodson (CRD# 4570714) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hudson, OH and has over 18 years of experience in the finance industry.
Megan Grant (CRD# 5227596) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hudson, OH and has over 13 years of experience in the finance industry.
Deborah Graves (CRD# 1262477) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hudson, OH and has over 37 years of experience in the finance industry.
Liam Guiney (CRD# 3073880) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Hudson, OH and has over 25 years of experience in the finance industry. Liam Guiney 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.
Terry Hitchcock (CRD# 4666098) is an Investment Advisor Representative working at Edward Jones in Hudson, OH and has over 20 years of experience in the finance industry.
William Hoover (CRD# 2344693) is an Investment Advisor Representative working at Broadleaf Partners, LLC in Hudson, OH and has over 30 years of experience in the finance industry.
Karen Hoy (CRD# 1984236) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hudson, OH and has over 34 years of experience in the finance industry.
Daniel Imfeld (CRD# 7033483) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hudson, OH and has over 5 years of experience in the finance industry.
Patrick Justice (CRD# 6339758) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has 1 year of experience in the finance industry. Patrick Justice 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.