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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
Brian Pollak (CRD# 5573329) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hudson, OH and has over 15 years of experience in the finance industry.
Timothy Porter (CRD# 5133073) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hudson, OH and has over 12 years of experience in the finance industry.
Christopher Prado (CRD# 3095346) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hudson, OH and has over 25 years of experience in the finance industry.
Blake Rawson (CRD# 2732892) is an Investment Advisor Representative working at Lpl Financial LLC in Hudson, OH and has over 27 years of experience in the finance industry. Blake Rawson 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.
Phyllis Richards (CRD# 6467448) is an Investment Advisor Representative working at Primerica Advisors in Hudson, OH and has 1 year of experience in the finance industry.
Michael Schindler (CRD# 5151419) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has over 13 years of experience in the finance industry.
Jay Schulman (CRD# 2455455) is an Investment Advisor Representative working at Lpl Financial LLC in Hudson, OH and has over 29 years of experience in the finance industry.
Michelle Schwab (CRD# 3153160) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has over 23 years of experience in the finance industry.
Sean Sency (CRD# 6930781) is an Investment Advisor Representative working at Equitable Advisors, LLC in Hudson, OH and has over 5 years of experience in the finance industry.
James Sexton (CRD# 2127374) is an Investment Advisor Representative working at Southland Equity Partners, LLC in Hudson, OH and has over 23 years of experience in the finance industry. James Sexton 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.