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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
Justin Brock (CRD# 4320112) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Middlefield, OH and has over 17 years of experience in the finance industry.
Thomas Hart (CRD# 4649895) is an Investment Advisor Representative working at Lpl Financial LLC in Middlefield, OH and has over 20 years of experience in the finance industry.
Kurt Marlow (CRD# 3013266) is an Investment Advisor Representative working at Huntington Financial Advisors in Middlefield, OH and has over 26 years of experience in the finance industry. Kurt Marlow 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.
Jennifer Pazicni (CRD# 7707074) is an Investment Advisor Representative working at Lpl Financial LLC in Middlefield, OH and has 1 year of experience in the finance industry.
Stuart Abrams (CRD# 1949220) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Beachwood, OH and has over 13 years of experience in the finance industry.
Zachary Abrams (CRD# 5062672) is an Investment Advisor Representative working at Lincoln Investment in Shaker Heights, OH and has over 14 years of experience in the finance industry. Zachary Abrams 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.
William Adams (CRD# 6535471) is an Investment Advisor Representative working at Commonwealth Financial Network in Aurora, OH and has over 8 years of experience in the finance industry.
Drew Adler (CRD# 2530365) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Solon, OH and has over 29 years of experience in the finance industry.
Shams Afzal (CRD# 6446314) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 6 years of experience in the finance industry.
Susan Akers (CRD# 2812948) is an Investment Advisor Representative working at Winslow Asset Management Inc. in Beachwood, OH and has over 27 years of experience in the finance industry.