-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Zachary Gerber (CRD# 7389346) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Mayfield Heights, OH and has 1 year of experience in the finance industry. Zachary Gerber 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.
Kimberly Jennings (CRD# 7305207) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Mayfield Heights, OH and has over 2 years of experience in the finance industry.
Richard Majewski (CRD# 6820781) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mayfield Heights, OH and has over 6 years of experience in the finance industry.
Britney Mayer (CRD# 6544157) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mayfield Heights, OH and has 1 year of experience in the finance industry.
Branden Vachon (CRD# 7624015) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mayfield Heights, OH and has 1 year of experience in the finance industry.
Sean Williams (CRD# 2789978) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mayfield Heights, OH and has over 4 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...
Richard Martin (CRD# 4787364) is an Investment Advisor Representative working at The Center For Eldercare Finance in Cleveland, OH and has over 19 years of experience in the finance industry. Richard Martin 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 Abate (CRD# 5069849) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 17 years of experience in the finance industry. David Abate 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.