-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Edward Balaj (CRD# 1799053) is an Investment Advisor Representative working at Huntington Financial Advisors in Streetsboro, OH and has over 29 years of experience in the finance industry.
Sean Dobbins (CRD# 5428168) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Streetsboro, OH and has over 15 years of experience in the finance industry.
Michael Lahiff (CRD# 5878416) is an Investment Advisor Representative working at Edward Jones in Streetsboro, OH and has over 12 years of experience in the finance industry.
Steven McCann (CRD# 5036597) is an Investment Advisor Representative working at Hudson Financial Advisors Inc. in Streetsboro, OH and has 1 year of experience in the finance industry. Steven McCann 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.
Donald Tharp (CRD# 1523916) is an Investment Advisor Representative working at Hudson Financial Advisors Inc. in Streetsboro, OH and has over 36 years of experience in the finance industry. Donald Tharp 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.
Giuseppe Vitale (CRD# 6429282) is an Investment Advisor Representative working at Hudson Financial Advisors Inc. in Streetsboro, OH and has 1 year of experience in the finance industry. Giuseppe Vitale 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 Billstein (CRD# 1065232) is an Investment Advisor Representative working at Independence Capital Company, Inc. in Parma, OH and has almost 40 years of experience in the financial industry. Robert Billstein 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 putclients' interests first and comply with the Financial Planning...
Richard Martin (CRD# 4787364) is an Investment Advisor Representative working at The Center For Eldercare Finance in Cleveland, OH and has over 19 years of experience in the finance industry. Richard Martin 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.
David Abate (CRD# 5069849) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 17 years of experience in the finance industry. David Abate 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.
Stuart Abrams (CRD# 1949220) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Beachwood, OH and has over 13 years of experience in the finance industry.