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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
Brian Kulak (CRD# 4757359) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pepper Pike, OH and has over 19 years of experience in the finance industry.
Stacy Lampros (CRD# 1046038) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pepper Pike, OH and has over 23 years of experience in the finance industry.
Michael Leichner (CRD# 2318112) is an Investment Advisor Representative working at Eagle Strategies LLC in Pepper Pike, OH and has over 29 years of experience in the finance industry.
Andrea Lewis (CRD# 2959894) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pepper Pike, OH and has over 24 years of experience in the finance industry.
Tristan Lewis (CRD# 4647376) 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.
Joseph Licate (CRD# 855573) 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.
Keith Lichtcsien (CRD# 1100093) is an Investment Advisor Representative working at Resource Strategies Inc. in Pepper Pike, OH and has over 38 years of experience in the finance industry. Keith Lichtcsien 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.
Mark Loft (CRD# 1717679) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Pepper Pike, OH and has over 36 years of experience in the finance industry.
Kenneth Lowe (CRD# 3053690) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pepper Pike, OH and has over 25 years of experience in the finance industry.
Brenton Luce (CRD# 4657143) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 8 years of experience in the finance industry.