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Distance Only Mayfield Hts, 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
Richard Anderson (CRD# 1327737) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has 1 year of experience in the finance industry.
Shannon Barry (CRD# 4848041) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has 1 year of experience in the finance industry.
Daniel Bonder (CRD# 2518757) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has over 29 years of experience in the finance industry. Daniel Bonder 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.
Theodore Lorenzen (CRD# 2044769) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mayfield Hts, OH and has over 29 years of experience in the finance industry.
Anthony Podojil (CRD# 5653093) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mayfield Hts, OH and has over 2 years of experience in the finance industry.
Michael Primerano (CRD# 4619562) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has over 17 years of experience in the finance industry. Michael Primerano 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.
Bradley Schlang (CRD# 2755909) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mayfield Hts, OH and has over 27 years of experience in the finance industry.
Mark Tichar (CRD# 4282565) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mayfield Hts, OH and has over 22 years of experience in the finance industry.
Bradley Weemhoff (CRD# 6962250) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has over 5 years of experience in the finance industry.
Dean Weemhoff (CRD# 2516971) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has over 28 years of experience in the finance industry. Dean Weemhoff 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.