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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
Aaron Simpson (CRD# 6950543) is an Investment Advisor Representative working at Alpha Planning And Financial Services, Inc. in Solon, OH and has over 5 years of experience in the finance industry. Aaron Simpson 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.
Karin Stifler (CRD# 4927387) is an Investment Advisor Representative working at Walden Wealth Partners LLC in Solon, OH and has 1 year of experience in the finance industry. Karin Stifler 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.
Lawrence Tidmore (CRD# 4015036) is an Investment Advisor Representative working at Horter Investment Management, LLC in Solon, OH and has 1 year of experience in the finance industry.
Anne-catherine Vinickas (CRD# 4893821) is an Investment Advisor Representative working at Redwood Financial Network in Solon, OH and has over 19 years of experience in the finance industry.
Ryan Woodman (CRD# 4516137) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Solon, OH and has over 21 years of experience in the finance industry.
Mark Zumack (CRD# 1499487) is an Investment Advisor Representative working at Mml Investors Services, LLC in Solon, OH and has 1 year of experience in the finance industry.
Scott Zurawski (CRD# 6748938) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Solon, OH and has over 6 years of experience in the finance industry.
Matthew Dohar (CRD# 4667727) is an Investment Advisor Representative working at Mml Investors Services, LLC in Solon, OH and has 1 year of experience in the finance industry.
Russel Kendall (CRD# 7502730) is an Investment Advisor Representative working at Edward Jones in Solon, OH and has 1 year of experience in the finance industry.
Philip Lago (CRD# 7125505) is an Investment Advisor Representative working at Mml Investors Services, LLC in Solon, OH and has 1 year of experience in the finance industry.