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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
David Abate (CRD# 5069849) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 18 years of experience in the finance industry. David Abate 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.
Adam Adamo (CRD# 6053832) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Independence, OH and has over 11 years of experience in the finance industry.
George Ade (CRD# 5480573) 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.
John Aelker (CRD# 2493801) is an Investment Advisor Representative working at Lincoln Investment in Independence, OH and has over 29 years of experience in the finance industry.
Richard Ahrens (CRD# 2569915) is an Investment Advisor Representative working at Independence Wealth Advisors, LLC in Independence, OH and has over 27 years of experience in the finance industry. Richard Ahrens 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.
Melissa Aiken (CRD# 4641667) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Independence, OH and has over 20 years of experience in the finance industry.
Joshua Anglin (CRD# 4966998) is an Investment Advisor Representative working at Private Advisor Group, LLC in Independence, OH and has 1 year of experience in the finance industry.
Kevin Applegate (CRD# 2891923) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Independence, OH and has over 17 years of experience in the finance industry.
Charles Avarello (CRD# 4525996) is an Investment Advisor Representative working at Fairway Wealth Management LLC in Independence, OH and has over 22 years of experience in the finance industry. Charles Avarello 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.
Peter Bahner (CRD# 6240569) is an Investment Advisor Representative working at Prudential Financial Planning Services in Independence, OH and has over 9 years of experience in the finance industry. Peter Bahner 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.