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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
Joshua Harrell (CRD# 5556167) is an Investment Advisor Representative working at Balanced Wealth Group LLC in Westlake, OH and has over 12 years of experience in the finance industry. Joshua Harrell 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.
Justin Hein (CRD# 6913084) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake, OH and has over 5 years of experience in the finance industry.
David Hensel (CRD# 5229003) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Westlake, OH and has over 16 years of experience in the finance industry.
Timothy Herling (CRD# 2541569) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westlake, OH and has over 29 years of experience in the finance industry.
Kevin Herman (CRD# 6569887) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Westlake, OH and has 1 year of experience in the finance industry.
Robert Hirsh (CRD# 858133) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Westlake, OH and has over 30 years of experience in the finance industry.
Mary Holland (CRD# 843370) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 23 years of experience in the finance industry.
Patrick Holland (CRD# 5537468) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 9 years of experience in the finance industry.
Thomas Holland (CRD# 248584) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 38 years of experience in the finance industry.
William Hornung (CRD# 1345196) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake, OH and has over 36 years of experience in the finance industry. William Hornung 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.