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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
Eileen Buckley (CRD# 4973686) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 11 years of experience in the finance industry.
David Buckwald (CRD# 1883251) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 27 years of experience in the finance industry. David Buckwald 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.
Anthony Budak (CRD# 4366274) is an Investment Advisor Representative working at Budak Financial Group, LLC in Olmsted Falls, OH and has over 18 years of experience in the finance industry.
Michael Budzik (CRD# 5198285) is an Investment Advisor Representative working at Primerica Advisors in Strongsville, OH and has over 9 years of experience in the finance industry.
Pieter Burhans (CRD# 5551487) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 15 years of experience in the finance industry.
Kevin Burke (CRD# 2599677) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 28 years of experience in the finance industry. Kevin Burke 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.
Jason Burkholder (CRD# 5537497) is an Investment Advisor Representative working at New Legacy Financial Group, LLC in Smithville, OH and has 1 year of experience in the finance industry. Jason Burkholder 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.
Carole Burns (CRD# 4300455) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake, OH and has over 22 years of experience in the finance industry.
Brian Cahill (CRD# 1885157) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 35 years of experience in the finance industry.
Theodore Calabrese (CRD# 808741) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rocky River, OH and has over 36 years of experience in the finance industry.