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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
Michael Shea (CRD# 5717550) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Strongsville, OH and has over 14 years of experience in the finance industry. Michael Shea 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.
Charles Stephan (CRD# 1540581) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Strongsville, OH and has over 26 years of experience in the finance industry.
Rollie Stephens (CRD# 5751570) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Strongsville, OH and has over 14 years of experience in the finance industry.
Karen Stoller (CRD# 2462109) is an Investment Advisor Representative working at Primerica Advisors in Strongsville, OH and has 1 year of experience in the finance industry.
David Toth (CRD# 2709304) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Strongsville, OH and has over 26 years of experience in the finance industry.
Terry Toth (CRD# 1653281) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Strongsville, OH and has over 12 years of experience in the finance industry.
William Tuchek (CRD# 5199556) is an Investment Advisor Representative working at Edward Jones in Strongsville, OH and has over 17 years of experience in the finance industry.
Richard Ward (CRD# 2598797) is an Investment Advisor Representative working at Primerica Advisors in Strongsville, OH and has over 28 years of experience in the finance industry.
Ryan Wilk (CRD# 5763961) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Strongsville, OH and has over 7 years of experience in the finance industry.
Shaena Yorke (CRD# 4410524) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Strongsville, OH and has over 19 years of experience in the finance industry.