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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
William McCarthy (CRD# 2550773) is an Investment Advisor Representative working at Partners Investment Services, Inc. in Hudson, OH and has over 29 years of experience in the finance industry.
Cameron Miele (CRD# 3117776) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has over 6 years of experience in the finance industry.
Julee Mott (CRD# 2169288) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Hudson, OH and has over 16 years of experience in the finance industry.
Natalie Mowry (CRD# 4999270) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hudson, OH and has over 17 years of experience in the finance industry.
Steven Mowry (CRD# 4768835) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hudson, OH and has over 19 years of experience in the finance industry.
Howard Myers (CRD# 1634744) is an Investment Advisor Representative working at Adviser Alliance, LLC in Hudson, OH and has over 24 years of experience in the finance industry.
Matthew Norris (CRD# 6459069) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hudson, OH and has over 8 years of experience in the finance industry.
Eric Nye (CRD# 2106058) is an Investment Advisor Representative working at Nye Wealth Management LLC in Hudson, OH and has over 28 years of experience in the finance industry. Eric Nye 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.
Gage Paul (CRD# 6564812) is an Investment Advisor Representative working at Western Reserve Capital Management, LLC in Hudson, OH and has over 6 years of experience in the finance industry. Gage Paul 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.
Jean Phelps (CRD# 4044251) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hudson, OH and has over 24 years of experience in the finance industry.