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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
Paul Bernier (CRD# 5096460) is an Investment Advisor Representative working at Equitable Advisors, LLC in Uniontown, OH and has over 13 years of experience in the finance industry.
Robert Berry (CRD# 849285) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 34 years of experience in the finance industry.
Nathaniel Blair (CRD# 6013846) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Canton, OH and has over 11 years of experience in the finance industry.
Denise Blevins (CRD# 4520054) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Canton, OH and has over 19 years of experience in the finance industry.
Edward Bock (CRD# 1586462) is an Investment Advisor Representative working at Captrust in Akron, OH and has over 20 years of experience in the finance industry.
Kenneth Boldt (CRD# 1165567) is an Investment Advisor Representative working at Lpl Financial LLC in North Canton, OH and has over 20 years of experience in the finance industry.
Garrett Boone (CRD# 5493919) is an Investment Advisor Representative working at Fortifi Capital, LLC in Akron, OH and has over 15 years of experience in the finance industry.
Tracy Boorman (CRD# 2566721) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wooster, OH and has over 27 years of experience in the finance industry.
Nathan Bopp (CRD# 3250005) is an Investment Advisor Representative working at Captrust in Uniontown, OH and has over 23 years of experience in the finance industry. Nathan Bopp 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.
Chad Boreman (CRD# 2846995) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Wooster, OH and has over 26 years of experience in the finance industry.