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Distance Only Westlake, 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
Timothy Coyne (CRD# 2247366) is an Investment Advisor Representative working at Coyne Capital Management, LLC in Westlake, OH and has over 28 years of experience in the finance industry.
Damion Crannis (CRD# 2954079) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 26 years of experience in the finance industry.
Kathlene Crisp (CRD# 2942590) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake, OH and has over 24 years of experience in the finance industry.
Sean Criswell (CRD# 4612370) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake, OH and has over 15 years of experience in the finance industry.
William Cupach (CRD# 4989552) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake, OH and has over 18 years of experience in the finance industry.
Matthew Daugherty (CRD# 4433690) is an Investment Advisor Representative working at Balanced Wealth Group LLC in Westlake, OH and has over 21 years of experience in the finance industry. Matthew Daugherty 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.
Nathan Davis (CRD# 6636963) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake, OH and has over 7 years of experience in the finance industry.
Anthony Debaltzo (CRD# 6609549) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, OH and has over 7 years of experience in the finance industry.
Adam Debord (CRD# 5134543) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Westlake, OH and has over 14 years of experience in the finance industry.
Michael Delgreco (CRD# 5108110) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 12 years of experience in the finance industry.