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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
Lucretia Bohnsack (CRD# 4448955) is an Investment Advisor Representative working at Primerica Advisors in Ashtabula, OH and has over 22 years of experience in the finance industry.
Jonathan Broadbent (CRD# 4649531) is an Investment Advisor Representative working at Plan Partners LLC in Newbury, OH and has over 19 years of experience in the finance industry.
Justin Brock (CRD# 4320112) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Middlefield, OH and has over 17 years of experience in the finance industry.
Scott Cavell (CRD# 6410502) is an Investment Advisor Representative working at Archer Investment Corporation in Painesville, OH and has over 9 years of experience in the finance industry.
Dawn Chico (CRD# 2998351) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chardon, OH and has over 26 years of experience in the finance industry.
Daniel Ciolek (CRD# 2457242) is an Investment Advisor Representative working at Lpl Financial LLC in Chardon, OH and has over 25 years of experience in the finance industry.
Piero Colecchia (CRD# 4527277) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chardon, OH and has over 18 years of experience in the finance industry. Piero Colecchia 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.
Bert Covell (CRD# 1530571) is an Investment Advisor Representative working at Commonwealth Financial Network in Madison, OH and has over 24 years of experience in the finance industry.
Frank Cunnane (CRD# 1513954) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chardon, OH and has over 37 years of experience in the finance industry.
James Earl (CRD# 1965373) is an Investment Advisor Representative working at Jim Earl Financial in North Bloomfield, OH and has over 34 years of experience in the finance industry.