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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
Tristan Cullis (CRD# 5909880) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pepper Pike, OH and has over 10 years of experience in the finance industry.
Jeffrey Danzinger (CRD# 60933) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pepper Pike, OH and has over 44 years of experience in the finance industry.
Thomas Dattilo (CRD# 2544835) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pepper Pike, OH and has over 29 years of experience in the finance industry. Thomas Dattilo 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.
Patrick De Nitto (CRD# 4874040) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pepper Pike, OH and has over 19 years of experience in the finance industry.
Aleksandr Delic-Milanovic (CRD# 4431502) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pepper Pike, OH and has over 15 years of experience in the finance industry.
Christopher Denholm (CRD# 4693767) is an Investment Advisor Representative working at Objective Capital Management, LLC in Pepper Pike, OH and has over 20 years of experience in the finance industry.
Spencer Dieck (CRD# 5355681) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Pepper Pike, OH and has 1 year of experience in the finance industry.
Larry Domin (CRD# 1006060) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pepper Pike, OH and has over 42 years of experience in the finance industry.
Kara Downing (CRD# 5320643) is an Investment Advisor Representative working at Endeavor Wealth Advisors, LLC in Pepper Pike, OH and has over 17 years of experience in the finance industry. Kara Downing 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.
John Egan (CRD# 873359) 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.