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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
Kathleen Graham (CRD# 1473329) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lagrange, OH and has over 24 years of experience in the finance industry.
Richard Gerbracht (CRD# 5310387) is an Investment Advisor Representative working at Lpl Financial LLC in Bay Village, OH and has over 16 years of experience in the finance industry.
Robert Billstein (CRD# 1065232) is an Investment Advisor Representative working at Independence Capital Company, Inc. in Parma, OH and has almost 40 years of experience in the financial industry. Robert Billstein 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 putclients' interests first and comply with the Financial Planning...
Michael Abfall (CRD# 2820363) is an Investment Advisor Representative working at Edward Jones in Avon, OH and has over 26 years of experience in the finance industry. Michael Abfall 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.
Erica Acheson-Dunay (CRD# 5247687) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 12 years of experience in the finance industry.
Chad Aerni (CRD# 6347040) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cleveland, OH and has over 6 years of experience in the finance industry.
Brent Affolter (CRD# 4629095) is an Investment Advisor Representative working at Mml Investors Services, LLC in Medina, OH and has over 12 years of experience in the finance industry.
Ashwini Ahluwalia (CRD# 1783739) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 36 years of experience in the finance industry. Ashwini Ahluwalia 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.
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.