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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
Stephen Briggs (CRD# 3202267) is an Investment Advisor Representative working at Citizens Securities, Inc. in Mentor, OH and has over 17 years of experience in the finance industry. Stephen Briggs 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.
Heather Brinker (CRD# 6798385) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sharon, PA and has over 6 years of experience in the finance industry.
Jonathan Broadbent (CRD# 4649531) is an Investment Advisor Representative working at Plan Partners LLC in Newbury, OH and has over 19 years of experience in the finance industry.
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.
Melissa Broerman (CRD# 6428746) is an Investment Advisor Representative working at Pnc Investments in Sharon, PA and has over 8 years of experience in the finance industry.
Darren Brooks (CRD# 2601668) is an Investment Advisor Representative working at Commonwealth Financial Network in Mentor, OH and has over 28 years of experience in the finance industry.
Scott Cavell (CRD# 6410502) is an Investment Advisor Representative working at Archer Investment Corporation in Painesville, OH and has over 9 years of experience in the finance industry.
Rajdeep Chatterjee (CRD# 5377336) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mentor, OH and has over 16 years of experience in the finance industry.
Dawn Chico (CRD# 2998351) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chardon, OH and has over 26 years of experience in the finance industry.
Daniel Ciolek (CRD# 2457242) is an Investment Advisor Representative working at Lpl Financial LLC in Chardon, OH and has over 25 years of experience in the finance industry.