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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
Raelene Nickerson (CRD# 2150570) is an Investment Advisor Representative working at Lincoln Investment in Independence, OH and has over 27 years of experience in the finance industry.
Christopher Nicola (CRD# 6699563) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Independence, OH and has over 7 years of experience in the finance industry.
Timothy Novak (CRD# 2878031) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Independence, OH and has over 26 years of experience in the finance industry.
Tobias Oster (CRD# 2667669) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Independence, OH and has over 25 years of experience in the finance industry.
Paula Peck (CRD# 4549375) is an Investment Advisor Representative working at Peck & Associates, LLC in Independence, OH and has 1 year of experience in the finance industry. Paula Peck 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.
Robert Provance (CRD# 3116949) is an Investment Advisor Representative working at Lincoln Investment in Independence, OH and has over 24 years of experience in the finance industry.
Kateryna Puchowicz (CRD# 5952424) is an Investment Advisor Representative working at Prudential Financial Planning Services in Independence, OH and has 1 year of experience in the finance industry.
Joseph Query (CRD# 4952284) is an Investment Advisor Representative working at Independence Wealth Advisors, LLC in Independence, OH and has over 18 years of experience in the finance industry. Joseph Query 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.
Patricia Quinonez (CRD# 2960698) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Independence, OH and has over 25 years of experience in the finance industry.
Jason Quintus (CRD# 4889480) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Independence, OH and has over 16 years of experience in the finance industry.