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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
Connor Haskins (CRD# 6931487) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pepper Pike, OH and has over 5 years of experience in the finance industry.
Christopher Henry (CRD# 5474327) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 6 years of experience in the finance industry.
Thaddeus Hogue (CRD# 1970629) 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.
Theresa Holliday (CRD# 4019779) 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.
Scott Inglis (CRD# 4976397) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has 1 year of experience in the finance industry.
Padma Jambunath (CRD# 6182092) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pepper Pike, OH and has over 10 years of experience in the finance industry.
Brian Janus (CRD# 2899680) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pepper Pike, OH and has over 24 years of experience in the finance industry.
Sarah Johnston (CRD# 4912139) 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.
Deborah Junior (CRD# 2113070) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pepper Pike, OH and has over 28 years of experience in the finance industry.
Natasha Kalas (CRD# 5216561) is an Investment Advisor Representative working at Morgan Stanley in Pepper Pike, OH and has over 16 years of experience in the finance industry. Natasha Kalas 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.