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Distance Only Beachwood, 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
Jeffrey Travis (CRD# 5161258) is an Investment Advisor Representative working at Winslow Asset Management Inc. in Beachwood, OH and has 1 year of experience in the finance industry.
Gregory Tropf (CRD# 4297797) is an Investment Advisor Representative working at Confluence Investment Management LLC in Beachwood, OH and has 1 year of experience in the finance industry.
Eugene Tsirlin (CRD# 5381228) is an Investment Advisor Representative working at Primerica Advisors in Beachwood, OH and has over 16 years of experience in the finance industry.
Jamie Turk (CRD# 4338770) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 17 years of experience in the finance industry.
Michael Tursi (CRD# 6545069) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 8 years of experience in the finance industry. Michael Tursi 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.
William Tyler (CRD# 1072383) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Beachwood, OH and has over 36 years of experience in the finance industry. William Tyler 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.
Thomas Ulery (CRD# 5015939) is an Investment Advisor Representative working at Park Avenue Securities LLC in Beachwood, OH and has over 12 years of experience in the finance industry.
Michael Verda (CRD# 4547126) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 21 years of experience in the finance industry.
Kerry Watterson (CRD# 1282879) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 21 years of experience in the finance industry.
Warren Wernick (CRD# 1684550) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Beachwood, OH and has over 36 years of experience in the finance industry.