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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
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.
Susan Akers (CRD# 2812948) is an Investment Advisor Representative working at Winslow Asset Management Inc. in Beachwood, OH and has over 27 years of experience in the finance industry.
James Albanese (CRD# 2179644) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Willoughby, OH and has over 29 years of experience in the finance industry.
Kevin Alberty (CRD# 5304085) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cleveland, OH and has over 16 years of experience in the finance industry.
Nicholas Alexander (CRD# 4428250) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cleveland, OH and has over 20 years of experience in the finance industry.
William Ambrogio (CRD# 6896676) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry. William Ambrogio 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 Anastasakis (CRD# 1430504) is an Investment Advisor Representative working at Cornerstone Asset Management Services, Inc. in Broadview Heights, OH and has over 23 years of experience in the finance industry.
Nicholas Anastasakis (CRD# 4567882) is an Investment Advisor Representative working at Cornerstone Asset Management Services, Inc. in Broadview Hts, OH and has over 13 years of experience in the finance industry.
Anthony Anderson (CRD# 5811843) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beachwood, OH and has over 12 years of experience in the finance industry.