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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
Mary Jo Boswell (CRD# 5472632) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mentor, OH and has over 16 years of experience in the finance industry.
Fred Botek (CRD# 4360854) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has over 22 years of experience in the finance industry.
Alec Bouria (CRD# 6440040) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodmere Village, OH and has over 7 years of experience in the finance industry.
Angela Bowman (CRD# 5784986) is an Investment Advisor Representative working at Huntington Financial Advisors in Jefferson, OH and has over 9 years of experience in the finance industry.
Daniel Bralliar (CRD# 2800211) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in University Heights, OH and has over 26 years of experience in the finance industry.
Jill Branthoover (CRD# 3094391) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Beachwood, OH and has over 25 years of experience in the finance industry. Jill Branthoover 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.
Dale Braun (CRD# 6125907) is an Investment Advisor Representative working at Edward Jones in Beachwood, OH and has over 11 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.
Steven Brett (CRD# 4142664) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 23 years of experience in the finance industry.
Jackie Brick (CRD# 4059489) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Willoughby Hills, OH and has over 23 years of experience in the finance industry.