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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
Jeffrey Carney (CRD# 5498164) is an Investment Advisor Representative working at Pnc Investments in Sheffield, OH and has over 14 years of experience in the finance industry.
Daniel Carter (CRD# 4545979) is an Investment Advisor Representative working at Wells Fargo Advisors in Westlake , OH and has over 21 years of experience in the finance industry. Daniel Carter 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.
Joseph Caruso (CRD# 42340) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Westlake, OH and has over 42 years of experience in the finance industry.
York Caywood (CRD# 2283308) is an Investment Advisor Representative working at Next Financial Group, Inc. in Grafton, OH and has over 21 years of experience in the finance industry.
Fady Chaccour (CRD# 2195970) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Westlake, OH and has over 26 years of experience in the finance industry.
Charles Chapman (CRD# 6044062) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lorain, OH and has over 11 years of experience in the finance industry.
Lisa Chenet (CRD# 6687377) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 7 years of experience in the finance industry.
James Chippi (CRD# 1703803) is an Investment Advisor Representative working at Morgan Stanley in Westlake, OH and has over 36 years of experience in the finance industry.
Brandon Clemens (CRD# 7002991) is an Investment Advisor Representative working at Rfg Advisory, LLC in Westlake, OH and has over 5 years of experience in the finance industry.
Matthew Clemens (CRD# 3132930) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Westlake, OH and has over 25 years of experience in the finance industry. Matthew Clemens 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.