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Distance Only Mayfield Heights, 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
Melanie Ross (CRD# 4262971) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Mayfield Heights, OH and has over 13 years of experience in the finance industry. Melanie Ross 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.
Laurence Santagata (CRD# 4874027) is an Investment Advisor Representative working at Avantax Advisory Services in Mayfield Heights, OH and has over 19 years of experience in the finance industry.
Elizabeth Scheiderer (CRD# 5422740) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Mayfield Heights, OH and has over 13 years of experience in the finance industry. Elizabeth Scheiderer 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.
David Sommer (CRD# 4648614) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has over 9 years of experience in the finance industry.
Craig Steinbrink (CRD# 4345672) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has over 15 years of experience in the finance industry.
St. Clair Advisors is a multi-family office serving the broad financial needs of a select group of wealthy families, successful business owners and corporate executives. Our services include investment advisory, tax planning/preparation and wealth transfer planning.
Our typical client wants an objective, holistic approach to wealth management - one that integrates income tax preparation and planning...
Jasmina Tadic (CRD# 4526823) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Mayfield Heights, OH and has over 13 years of experience in the finance industry. Jasmina Tadic 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.
Daniel Thelen (CRD# 4402923) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 21 years of experience in the finance industry.
Steven Varrone (CRD# 1050044) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 29 years of experience in the finance industry.
Catherine Veres (CRD# 4580179) is an Investment Advisor Representative working at Cornerstone Family Office, LLC in Mayfield Heights, OH and has 1 year of experience in the finance industry. Catherine Veres 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.
Michael Wasylyshyn (CRD# 1901073) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Mayfield Heights, OH and has over 35 years of experience in the finance industry.