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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
Frank Bevilacqua (CRD# 1719811) is an Investment Advisor Representative working at W3 Wealth Advisors, LLC in Akron, OH and has over 24 years of experience in the finance industry.
Marissa Beyer (CRD# 5003332) is an Investment Advisor Representative working at Fidato Wealth LLC in Middleburg Heights, OH and has 1 year of experience in the finance industry. Marissa Beyer 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.
Sanjay Bhargava (CRD# 4495397) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Independence, OH and has over 19 years of experience in the finance industry.
Sue Bigley (CRD# 3045363) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Berea, OH and has over 17 years of experience in the finance industry.
Harold Bindreiter (CRD# 1104568) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairlawn, OH and has over 37 years of experience in the finance industry.
Brian Bishop (CRD# 3173651) is an Investment Advisor Representative working at Lpl Financial LLC in Hudson, OH and has over 25 years of experience in the finance industry. Brian Bishop 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.
David Bizjak (CRD# 2500308) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Solon, OH and has over 29 years of experience in the finance industry. David Bizjak 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.
Nathaniel Blair (CRD# 6013846) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Canton, OH and has over 12 years of experience in the finance industry.
Denise Blevins (CRD# 4520054) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Canton, OH and has over 19 years of experience in the finance industry.
Daniel Bloom (CRD# 2932629) is an Investment Advisor Representative working at Jentner Wealth Management in Akron, OH and has over 22 years of experience in the finance industry. Daniel Bloom 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.