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Distance Only Independence, OH
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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
Sean Deasy (CRD# 4297377) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Independence, OH and has over 23 years of experience in the finance industry.
Christopher Dorrance (CRD# 5151831) is an Investment Advisor Representative working at Triad Advisors, LLC in Independence, OH and has over 17 years of experience in the finance industry.
Jared Dubeansky (CRD# 6058387) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Independence, OH and has over 8 years of experience in the finance industry.
Jason Dubeansky (CRD# 5024358) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Independence, OH and has over 14 years of experience in the finance industry.
Laurence Dunlap (CRD# 2195239) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Independence, OH and has over 32 years of experience in the finance industry.
James Eismon (CRD# 3064401) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Independence, OH and has over 14 years of experience in the finance industry. James Eismon 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.
Eric Endress (CRD# 5084117) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Independence, OH and has over 15 years of experience in the finance industry.
Melissa Engbert (CRD# 5899519) is an Investment Advisor Representative working at Commonwealth Financial Network in Independence, OH and has over 10 years of experience in the finance industry. Melissa Engbert 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.
Scott Fischer (CRD# 4358126) is an Investment Advisor Representative working at Enza Financial, LLC in Independence, OH and has over 21 years of experience in the finance industry.
Richard Frato (CRD# 5688552) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Independence, OH and has over 14 years of experience in the finance industry.