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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
Ashley Arsena (CRD# 7030080) is an Investment Advisor Representative working at Shaker Investments in Beachwood, OH and has over 5 years of experience in the finance industry.
Gregory Augustine (CRD# 2172435) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Beachwood, OH and has over 25 years of experience in the finance industry.
Thomas Austin (CRD# 1959580) is an Investment Advisor Representative working at Citizens Securities, Inc. in Mentor On The Lake, OH and has over 31 years of experience in the finance industry. Thomas Austin 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.
Kay Auwerter (CRD# 5463625) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 16 years of experience in the finance industry.
Mildred Babb Perkins (CRD# 2418158) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 25 years of experience in the finance industry. Mildred Babb Perkins 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.
Mark Bailey (CRD# 1618239) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 37 years of experience in the finance industry.
Molly Balunek (CRD# 2841031) is an Investment Advisor Representative working at Endeavor Wealth Advisors, LLC in Pepper Pike, OH and has 1 year of experience in the finance industry. Molly Balunek 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.
Rebecca Bar-Shain (CRD# 5318833) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cleveland, OH and has over 16 years of experience in the finance industry. Rebecca Bar-Shain 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.
Roger Baranovic (CRD# 2461261) is an Investment Advisor Representative working at Edelman Financial Engines in Beachwood, OH and has over 30 years of experience in the finance industry.
Dennis Barba (CRD# 1852387) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 34 years of experience in the finance industry.