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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
Nikolaus Wearsch (CRD# 4685035) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mentor, OH and has over 20 years of experience in the finance industry.
Carrie Wells (CRD# 5036090) is an Investment Advisor Representative working at Huntington Financial Advisors in Mentor, OH and has over 18 years of experience in the finance industry.
James Yurman (CRD# 1363602) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mentor, OH and has over 30 years of experience in the finance industry.
Ryan Bennett (CRD# 6758928) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mentor, OH and has over 3 years of experience in the finance industry. Ryan Bennett 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.
Bobbi Bruner (CRD# 4061454) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mentor, OH and has over 4 years of experience in the finance industry. Bobbi Bruner 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.
Kiara Clark (CRD# 7298095) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mentor, OH and has 1 year of experience in the finance industry.
Joshua Croyle (CRD# 7011321) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mentor, OH and has over 5 years of experience in the finance industry. Joshua Croyle 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.
Julie Distler (CRD# 6827377) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Mentor, OH and has over 4 years of experience in the finance industry.
Bryan Fox (CRD# 7037802) is an Investment Advisor Representative working at Commonwealth Financial Network in Mentor, OH and has 1 year of experience in the finance industry.
Deborah George (CRD# 4088747) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mentor, OH and has 1 year of experience in the finance industry.