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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
Nathaniel Forrest (CRD# 7204155) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 3 years of experience in the finance industry.
Daniel Fox (CRD# 7130475) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 4 years of experience in the finance industry.
John Kezerian (CRD# 7130453) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 4 years of experience in the finance industry.
Laura Lewis (CRD# 7245640) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 3 years of experience in the finance industry.
Austin Marciniak (CRD# 7464203) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has 1 year of experience in the finance industry.
Jacob Merton (CRD# 7092197) is an Investment Advisor Representative working at Sikich Financial in Richfield, OH and has over 2 years of experience in the finance industry. Jacob Merton 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.
Michael Montgomery (CRD# 7204202) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 3 years of experience in the finance industry.
Joshua Rymer (CRD# 7475338) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has 1 year of experience in the finance industry.
Gavin Shindeldecker (CRD# 7376656) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has 1 year of experience in the finance industry.
Michael Storm (CRD# 7481440) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has 1 year of experience in the finance industry.