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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
Salvatore Dangelo (CRD# 2969301) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mentor, OH and has over 26 years of experience in the finance industry.
Katherine Dean (CRD# 6010395) is an Investment Advisor Representative working at Morgan Stanley in Mentor, OH and has over 7 years of experience in the finance industry.
Ryan Dimeolo (CRD# 5829005) is an Investment Advisor Representative working at Equitable Advisors, LLC in Mentor, OH and has over 13 years of experience in the finance industry.
Brian Distler (CRD# 4823861) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Mentor, OH and has over 17 years of experience in the finance industry.
Roseann Divincenzo (CRD# 2463903) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mentor, OH and has over 25 years of experience in the finance industry.
Travis Flandermeyer (CRD# 5576345) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Mentor, OH and has over 15 years of experience in the finance industry.
John Forbes (CRD# 4547207) is an Investment Advisor Representative working at Dffa, LLC in Mentor, OH and has over 23 years of experience in the finance industry.
Les Frate (CRD# 2397024) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Mentor, OH and has over 30 years of experience in the finance industry.
Kim Hellerman-Hersman (CRD# 2699523) is an Investment Advisor Representative working at Commonwealth Financial Network in Mentor, OH and has over 28 years of experience in the finance industry.
Jonathan Herbruck (CRD# 2078003) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mentor, OH and has over 26 years of experience in the finance industry. Jonathan Herbruck 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.