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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
Mason Linderbaum (CRD# 4547748) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 18 years of experience in the finance industry.
Yaroslav Lisheba (CRD# 6629141) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Richfield, OH and has over 6 years of experience in the finance industry.
Lauren Little (CRD# 6928895) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 5 years of experience in the finance industry.
Elizabeth Loveman (CRD# 4064655) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 21 years of experience in the finance industry.
Jonathon Mahilo (CRD# 6289973) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Richfield, OH and has over 9 years of experience in the finance industry.
William Matthews (CRD# 4517372) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Richfield, OH and has over 21 years of experience in the finance industry. William Matthews 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.
Adrian Miguel (CRD# 4350956) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 22 years of experience in the finance industry.
David Minich (CRD# 4454244) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Richfield, OH and has over 18 years of experience in the finance industry. David Minich 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.
Wayne Minich (CRD# 336353) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Richfield, OH and has over 23 years of experience in the finance industry.
Donald Moore (CRD# 6400984) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 9 years of experience in the finance industry.