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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
Richard Vitello (CRD# 2741420) is an Investment Advisor Representative working at Primerica Advisors in Willoughby, OH and has over 20 years of experience in the finance industry.
Eric Williams (CRD# 5321834) is an Investment Advisor Representative working at Primerica Advisors in Willoughby, OH and has over 15 years of experience in the finance industry.
Nicholas Baase (CRD# 6812029) is an Investment Advisor Representative working at Equitable Advisors, LLC in Willoughby, OH and has 1 year of experience in the finance industry.
Michael Cheslock (CRD# 6292547) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Willoughby, OH and has 1 year of experience in the finance industry.
Chad McWhorter (CRD# 7172089) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Willoughby, OH and has over 3 years of experience in the finance industry. Chad McWhorter 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.
Peggy O'brien (CRD# 5561386) is an Investment Advisor Representative working at Primerica Advisors in Willoughby, OH and has 1 year of experience in the finance industry.
Paul Santone (CRD# 7813922) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Willoughby, OH and has 1 year of experience in the finance industry.
Austin Vitello (CRD# 7336591) is an Investment Advisor Representative working at Primerica Advisors in Willoughby, OH and has 1 year of experience in the finance industry.
Nicholas Vogel (CRD# 6607161) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Willoughby, OH and has over 6 years of experience in the finance industry.
Robert Billstein (CRD# 1065232) is an Investment Advisor Representative working at Independence Capital Company, Inc. in Parma, OH and has almost 40 years of experience in the financial industry. Robert Billstein 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 putclients' interests first and comply with the Financial Planning...