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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
Lawrence Barrett (CRD# 13429) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Orange Village, OH and has over 36 years of experience in the finance industry.
Shannon Barry (CRD# 4848041) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has 1 year of experience in the finance industry.
Chris Bart (CRD# 2581031) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 29 years of experience in the finance industry.
John Bartels (CRD# 2780646) is an Investment Advisor Representative working at Ancora Retirement Plan Advisors, LLC in Cleveland, OH and has over 27 years of experience in the finance industry.
Anthony Basalla (CRD# 5757317) is an Investment Advisor Representative working at Cerity Partners LLC in Cleveland, OH and has over 14 years of experience in the finance industry.
Cynthia Bassett (CRD# 14460) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pepper Pike, OH and has over 44 years of experience in the finance industry.
Ronald Bates (CRD# 2713953) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has 1 year of experience in the finance industry. Ronald Bates 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.
Maryanne Battistone (CRD# 2171547) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has 1 year of experience in the finance industry.
Thomas Bauer (CRD# 4548728) is an Investment Advisor Representative working at Bauer Financial Services, Inc. in Chagrin Falls, OH and has 1 year of experience in the finance industry. Thomas Bauer 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.
Michael Bauman (CRD# 4446598) is an Investment Advisor Representative working at Lpl Financial LLC in Solon, OH and has over 22 years of experience in the finance industry.