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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
Jason Green (CRD# 5704104) is an Investment Advisor Representative working at Huntington Financial Advisors in Mentor, OH and has over 4 years of experience in the finance industry.
Wesley Morgan (CRD# 5785742) is an Investment Advisor Representative working at Eagle Strategies LLC in Mentor, OH and has over 10 years of experience in the finance industry.
Jarad Regano (CRD# 4073936) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mentor, OH and has over 17 years of experience in the finance industry.
Nicole Remesik (CRD# 6998263) 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.
Shae Saxton (CRD# 7408424) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Mentor, OH and has 1 year of experience in the finance industry.
Polly Small (CRD# 6341511) 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.
Brett Smith (CRD# 7677412) 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.
Kelley Wachhaus (CRD# 7798262) is an Investment Advisor Representative working at Edward Jones in Mentor, OH and has 1 year of experience in the finance industry.
Nancy Williams (CRD# 3052690) 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. Nancy Williams 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.
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...