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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
Peter Augustin (CRD# 6180894) is an Investment Advisor Representative working at Dakota Wealth, LLC in Akron, OH and has over 9 years of experience in the finance industry. Peter Augustin 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.
Gregory Augustine (CRD# 2172435) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Beachwood, OH and has over 25 years of experience in the finance industry.
George Aussem (CRD# 3209743) 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.
Robert Auster (CRD# 4163051) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cleveland, OH and has over 23 years of experience in the finance industry.
Thomas Austin (CRD# 1959580) is an Investment Advisor Representative working at Citizens Securities, Inc. in Mentor On The Lake, OH and has over 31 years of experience in the finance industry. Thomas Austin 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.
Kay Auwerter (CRD# 5463625) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 16 years of experience in the finance industry.
Charles Avarello (CRD# 4525996) is an Investment Advisor Representative working at Fairway Wealth Management LLC in Independence, OH and has over 22 years of experience in the finance industry. Charles Avarello 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.
Mildred Babb Perkins (CRD# 2418158) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 25 years of experience in the finance industry. Mildred Babb Perkins 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.
Gilbert Bachna (CRD# 2335152) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cleveland, OH and has over 28 years of experience in the finance industry.
Joseph Badolato (CRD# 4769496) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 19 years of experience in the finance industry.