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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
Matthew Sadowsky (CRD# 2507038) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 12 years of experience in the finance industry.
Jason Satir (CRD# 6603074) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 7 years of experience in the finance industry.
Timothy Schneider (CRD# 5370520) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 16 years of experience in the finance industry.
Michael Sheppard (CRD# 6899050) is an Investment Advisor Representative working at Edward Jones in Richfield, OH and has over 5 years of experience in the finance industry.
Kurt Shore (CRD# 3228080) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 24 years of experience in the finance industry.
Daniel Simon (CRD# 5975402) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 12 years of experience in the finance industry.
Jacob Spangler (CRD# 6511072) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 8 years of experience in the finance industry.
Marci Stewart (CRD# 4044676) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 24 years of experience in the finance industry.
Brian Valore (CRD# 4146279) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 23 years of experience in the finance industry.
Ryan Vollweiler (CRD# 4483122) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Richfield, OH and has over 20 years of experience in the finance industry. Ryan Vollweiler 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.