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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
Zachary Abrams (CRD# 5062672) is an Investment Advisor Representative working at Lincoln Investment in Shaker Heights, OH and has over 14 years of experience in the finance industry. Zachary Abrams 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.
Mark Ciulla (CRD# 1655662) is an Investment Advisor Representative working at Lincoln Investment in Shaker Heights, OH and has over 34 years of experience in the finance industry.
Melissa Costello (CRD# 4775249) is an Investment Advisor Representative working at Capital Advisors, Ltd., LLC in Shaker Heights, OH and has 1 year of experience in the finance industry. Melissa Costello 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.
Nathan Creviston (CRD# 6284335) is an Investment Advisor Representative working at Lincoln Investment in Shaker Heights, OH and has over 7 years of experience in the finance industry. Nathan Creviston 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.
Andrew Foote (CRD# 5710596) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Shaker Heights, OH and has over 13 years of experience in the finance industry.
Patrick Hanratty (CRD# 2434573) is an Investment Advisor Representative working at Lincoln Investment in Shaker Heights, OH and has over 26 years of experience in the finance industry. Patrick Hanratty 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.
Robert Holub (CRD# 4645527) is an Investment Advisor Representative working at Lincoln Investment in Shaker Heights, OH and has over 14 years of experience in the finance industry. Robert Holub 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.
Christine Jemison (CRD# 5451961) is an Investment Advisor Representative working at Paragon Advisors, Inc. in Shaker Heights, OH and has 1 year of experience in the finance industry.
Mary Kozar (CRD# 2309574) is an Investment Advisor Representative working at Capital Advisors, Ltd., LLC in Shaker Heights, OH and has 1 year of experience in the finance industry. Mary Kozar 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.
Daniel Obrien (CRD# 5157305) is an Investment Advisor Representative working at Lincoln Investment in Shaker Heights, OH and has over 15 years of experience in the finance industry. Daniel Obrien 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.