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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
Ashwini Ahluwalia (CRD# 1783739) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 36 years of experience in the finance industry. Ashwini Ahluwalia 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.
David Alison (CRD# 5425119) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 16 years of experience in the finance industry. David Alison 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.
Douglas Ambrose (CRD# 4068870) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Westlake, OH and has over 22 years of experience in the finance industry. Douglas Ambrose 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.
Joseph Arnold (CRD# 4322124) is a Financial Advisor working at National Planning Corporation ("npc Of America" In Fl & Ny)/Foundation Wealth Advisors, LLC in Westlake, OH and has over 15 years of experience in the finance industry.
Wayne Barker (CRD# 5982189) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 12 years of experience in the finance industry.
Steven Bartos (CRD# 2232498) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Westlake, OH and has over 32 years of experience in the finance industry.
Joshua Basen (CRD# 5156644) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 17 years of experience in the finance industry.
Allison Batt (CRD# 4125218) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Westlake, OH and has over 24 years of experience in the finance industry.
Makis Beach (CRD# 6437368) 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.
Theodore Beckman (CRD# 2422737) is an Investment Advisor Representative working at Game Plan Financial Advisors, LLC in Westlake, OH and has over 30 years of experience in the finance industry.