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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
Stacey Bertrand (CRD# 1352517) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pepper Pike, OH and has over 39 years of experience in the finance industry.
Bryan Blackburn (CRD# 5797386) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 13 years of experience in the finance industry. Bryan Blackburn 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.
Edward Boehmer (CRD# 4615442) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pepper Pike, OH and has over 21 years of experience in the finance industry.
Tyler Bonar (CRD# 5739490) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pepper Pike, OH and has over 4 years of experience in the finance industry.
Douglas Breitenbach (CRD# 5165366) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pepper Pike, OH and has over 11 years of experience in the finance industry.
Kathleen Browning-Ceicys (CRD# 1694785) is an Investment Advisor Representative working at Wilson & Browning, Inc. in Pepper Pike, OH and has over 32 years of experience in the finance industry.
Elisa Budoff (CRD# 2386115) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pepper Pike, OH and has over 30 years of experience in the finance industry. Elisa Budoff 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.
Kim Caito (CRD# 1888870) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pepper Pike, OH and has over 35 years of experience in the finance industry.
Victoria Callero (CRD# 6557726) is an Investment Advisor Representative working at Objective Capital Management, LLC in Pepper Pike, OH and has over 8 years of experience in the finance industry.