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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
Daniel Leslie (CRD# 2755696) is an Investment Advisor Representative working at Park Avenue Securities LLC in Independence, OH and has over 24 years of experience in the finance industry. Daniel Leslie 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.
Daniel Leugers (CRD# 4155992) 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. Daniel Leugers 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.
George Malaska (CRD# 3213536) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Independence, OH and has over 23 years of experience in the finance industry.
John Marics (CRD# 1366154) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Independence, OH and has 1 year of experience in the finance industry.
Christopher Martin (CRD# 6887526) is an Investment Advisor Representative working at Fairway Wealth Management LLC in Independence, OH and has 1 year of experience in the finance industry. Christopher Martin 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.
Tasha Mauss (CRD# 5373393) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 15 years of experience in the finance industry.
Rory McCarthy (CRD# 6258723) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Independence, OH and has over 10 years of experience in the finance industry.
Robert McClain (CRD# 4554084) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Independence, OH and has over 21 years of experience in the finance industry.
Rhonda McCurry (CRD# 1995048) is an Investment Advisor Representative working at Lincoln Investment in Independence, OH and has over 27 years of experience in the finance industry.
Joseph McKeon (CRD# 5632452) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Independence, OH and has over 14 years of experience in the finance industry.