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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 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.
Chad Aerni (CRD# 6347040) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cleveland, OH and has over 6 years of experience in the finance industry.
Kevin Alberty (CRD# 5304085) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cleveland, OH and has over 16 years of experience in the finance industry.
Nicholas Alexander (CRD# 4428250) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cleveland, OH and has over 20 years of experience in the finance industry.
William Ambrogio (CRD# 6896676) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry. William Ambrogio 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.
Mary Anderson (CRD# 4369629) is an Investment Advisor Representative working at First Fiduciary Investment Counsel Inc. in Cleveland, OH and has 1 year of experience in the finance industry.
Douglas Andrassy (CRD# 2624855) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 28 years of experience in the finance industry. Douglas Andrassy 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.
Pete Angelokostopoulos (CRD# 4940919) is an Investment Advisor Representative working at Pnc Investments in Cleveland, OH and has over 18 years of experience in the finance industry.
Thomas Arbeznik (CRD# 2497946) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cleveland, OH and has over 29 years of experience in the finance industry.
Jason Armstrong (CRD# 6074517) is an Investment Advisor Representative working at Pnc Investments in Cleveland, OH and has over 9 years of experience in the finance industry.