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Distance Only Parma Heights, OH
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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
Christopher Anselmo (CRD# 4057216) is an Investment Advisor Representative working at Brookside Financial Advisors, LLC in Parma Heights, OH and has 1 year of experience in the finance industry.
Jennifer Danko (CRD# 2797308) is an Investment Advisor Representative working at Lpl Financial LLC in Parma Heights, OH and has over 26 years of experience in the finance industry.
Joseph Hamel (CRD# 5384324) is an Investment Advisor Representative working at Portfolio Medics, LLC in Parma Heights, OH and has over 16 years of experience in the finance industry.
Gerald Koler (CRD# 2222469) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Parma Heights, OH and has over 32 years of experience in the finance industry. Gerald Koler 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.
Michael Koler (CRD# 1712983) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Parma Heights, OH and has over 36 years of experience in the finance industry. Michael Koler 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.
Anthony Marlette Jr. (CRD# 5026008) is an Investment Advisor Representative working at Brookside Financial Advisors, LLC in Parma Heights, OH and has over 13 years of experience in the finance industry.
Richard Scott (CRD# 1989224) is an Investment Advisor Representative working at Research Financial Strategies in Parma Heights, OH and has over 34 years of experience in the finance industry.
Brian Shreve (CRD# 5847264) is an Investment Advisor Representative working at Citizens Securities, Inc. in Parma Heights, OH and has over 13 years of experience in the finance industry.
Lance Yurich (CRD# 2159848) is an Investment Advisor Representative working at Research Financial Strategies in Parma Heights, OH and has over 32 years of experience in the finance industry.
David Koler (CRD# 6845730) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Parma Heights, OH and has over 6 years of experience in the finance industry.