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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
Leonard Peffer (CRD# 5721524) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Willoughby Hills, OH and has over 13 years of experience in the finance industry.
Phillip Rini (CRD# 1661568) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Willoughby Hills, OH and has over 36 years of experience in the finance industry.
James Tracz (CRD# 4269149) is an Investment Advisor Representative working at Commonwealth Financial Network in Willoughby Hills, OH and has over 19 years of experience in the finance industry.
Robert Cozart (CRD# 7568970) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Willoughby Hills, OH and has 1 year of experience in the finance industry.
Regina Iafelice (CRD# 6957473) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Willoughby Hills, OH and has over 3 years of experience in the finance industry.
Evan Pirc (CRD# 7051363) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Willoughby Hills, OH and has over 4 years of experience in the finance industry.
Ronald Sieloff (CRD# 7442820) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Willoughby Hills, OH and has over 2 years of experience in the finance industry.
Richard Gerbracht (CRD# 5310387) is an Investment Advisor Representative working at Lpl Financial LLC in Bay Village, OH and has over 16 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...
Richard Martin (CRD# 4787364) is an Investment Advisor Representative working at The Center For Eldercare Finance in Cleveland, OH and has over 19 years of experience in the finance industry. Richard Martin 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.