-
Distance Only Chagrin Falls, OH
-
COMPENSATION Either
-
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
Steven Penton (CRD# 2541656) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chagrin Falls, OH and has over 29 years of experience in the finance industry.
William Perkins (CRD# 2199473) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Chagrin Falls, OH and has over 18 years of experience in the finance industry.
Richard Pollock (CRD# 4414759) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Chagrin Falls, OH and has over 22 years of experience in the finance industry.
Gregory Polyak (CRD# 4388002) is an Investment Advisor Representative working at Lpl Financial LLC in Chagrin Falls, OH and has over 22 years of experience in the finance industry.
Mark Potosky (CRD# 5583765) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chagrin Falls, OH and has over 15 years of experience in the finance industry.
Jacqueline Purcell (CRD# 6355923) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chagrin Falls, OH and has over 9 years of experience in the finance industry.
Kurt Ringenbach (CRD# 2664396) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Chagrin Falls, OH and has over 27 years of experience in the finance industry. Kurt Ringenbach 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.
Christopher Royer (CRD# 4548065) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chagrin Falls, OH and has over 18 years of experience in the finance industry.
Ashley Rozsa (CRD# 6446233) is an Investment Advisor Representative working at Chapman & Chapman Advisors LLC in Chagrin Falls, OH and has over 8 years of experience in the finance industry.
Taylor Shockey (CRD# 5685254) is an Investment Advisor Representative working at Strategic International in Chagrin Falls, OH and has over 7 years of experience in the finance industry.