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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
Nathan Bopp (CRD# 3250005) is an Investment Advisor Representative working at Captrust in Uniontown, OH and has over 23 years of experience in the finance industry. Nathan Bopp 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.
Chad Boreman (CRD# 2846995) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Wooster, OH and has over 26 years of experience in the finance industry.
Sarah Boros (CRD# 6756674) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fairlawn, OH and has over 7 years of experience in the finance industry.
James Boykin (CRD# 6662860) is an Investment Advisor Representative working at Prudential Financial Planning Services in Uniontown, OH and has over 7 years of experience in the finance industry.
Paul Brady (CRD# 2279573) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Canton, OH and has over 7 years of experience in the finance industry.
Charles Brannon (CRD# 1740415) is an Investment Advisor Representative working at Primerica Advisors in New Philadelphia, OH and has over 36 years of experience in the finance industry.
Thomas Breckenridge (CRD# 4510321) is an Investment Advisor Representative working at Park Avenue Securities LLC in Canton, OH and has over 21 years of experience in the finance industry.
Dean Brennan (CRD# 6811362) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Akron, OH and has over 5 years of experience in the finance industry.
Benjamin Brenneman (CRD# 6045273) is an Investment Advisor Representative working at Huntington Financial Advisors in Uniontown, OH and has over 9 years of experience in the finance industry.
Bethany Brenner (CRD# 6301293) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Norton, OH and has 1 year of experience in the finance industry.