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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
Joseph Milford (CRD# 6477346) is an Investment Advisor Representative working at Eagle Strategies LLC in Lakewood, OH and has over 8 years of experience in the finance industry.
Stefanie Peoples (CRD# 6246717) is an Investment Advisor Representative working at Primerica Advisors in Lakewood, OH and has over 10 years of experience in the finance industry.
Linda Peters (CRD# 2767672) is an Investment Advisor Representative working at Primerica Advisors in Lakewood, OH and has over 16 years of experience in the finance industry.
Ronald Rich (CRD# 4851938) is an Investment Advisor Representative working at Ronald J. Rich Financial Advising in Lakewood, OH and has over 19 years of experience in the finance industry.
Mark Shuki (CRD# 1726665) is an Investment Advisor Representative working at Shuki Investment Management LLC in Lakewood, OH and has over 8 years of experience in the finance industry.
Stephen Shuman (CRD# 2269850) is an Investment Advisor Representative working at Huntington Financial Advisors in Lakewood, OH and has over 11 years of experience in the finance industry.
Robert Skerda (CRD# 4434642) is an Investment Advisor Representative working at Edward Jones in Lakewood, OH and has over 22 years of experience in the finance industry.
Nicole Welsh (CRD# 6435212) is an Investment Advisor Representative working at Citizens Securities, Inc. in Lakewood, OH and has over 8 years of experience in the finance industry.
John Witri (CRD# 2410972) is an Investment Advisor Representative working at Primerica Advisors in Lakewood, OH and has over 30 years of experience in the finance industry.
David Zolt (CRD# 5336852) is an Investment Advisor Representative working at Westlake Advisors in Lakewood, OH and has 1 year of experience in the finance industry. David Zolt 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.