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Distance Only Lakewood, OH
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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
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.
Jose Albornoz (CRD# 6448888) is an Investment Advisor Representative working at Eagle Strategies LLC in Lakewood, OH and has over 2 years of experience in the finance industry.
Dillon Barry (CRD# 7671842) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lakewood, OH and has 1 year of experience in the finance industry.
Stephanie Flask (CRD# 7520330) is an Investment Advisor Representative working at Edward Jones in Lakewood, OH and has 1 year of experience in the finance industry.
Mary Giardina (CRD# 7201977) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lakewood, OH and has over 4 years of experience in the finance industry.
Greg Margevicius (CRD# 6812664) is an Investment Advisor Representative working at Money Concepts Advisory Service in Lakewood, OH and has over 3 years of experience in the finance industry.
Lindsay Perrico (CRD# 6299552) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lakewood, OH and has 1 year of experience in the finance industry.
James Salera (CRD# 6719722) is an Investment Advisor Representative working at Stephens in Lakewood, OH and has over 7 years of experience in the finance industry.
Douglas Thomas (CRD# 6886095) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lakewood, OH and has 1 year of experience in the finance industry.