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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
Daniel Bloom (CRD# 2932629) is an Investment Advisor Representative working at Jentner Wealth Management in Akron, OH and has over 22 years of experience in the finance industry. Daniel Bloom 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.
Edward Bock (CRD# 1586462) is an Investment Advisor Representative working at Captrust in Akron, OH and has over 20 years of experience in the finance industry.
Mark Bock (CRD# 2626548) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Independence, OH and has over 28 years of experience in the finance industry.
Raymond Bolin (CRD# 4512517) is an Investment Advisor Representative working at Southland Equity Partners, LLC in North Ridgeville, OH and has 1 year of experience in the finance industry.
Brett Boling (CRD# 2365835) is an Investment Advisor Representative working at Primerica Advisors in Cuyahoga Falls, OH and has 1 year of experience in the finance industry.
June Bolton (CRD# 1324927) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Royalton, OH and has over 39 years of experience in the finance industry.
Garrett Boone (CRD# 5493919) is an Investment Advisor Representative working at Fortifi Capital, LLC in Akron, OH and has over 16 years of experience in the finance industry.
Tracy Boorman (CRD# 2566721) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wooster, OH and has over 27 years of experience in the finance industry.
Chad Boreman (CRD# 2846995) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Wooster, OH and has over 26 years of experience in the finance industry.
Sarah Boros (CRD# 6756674) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fairlawn, OH and has over 7 years of experience in the finance industry.