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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
Bradley Wheeler (CRD# 2956910) is an Investment Advisor Representative working at Shaker Investments in Beachwood, OH and has over 26 years of experience in the finance industry.
Victoria Wiggins (CRD# 6794409) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 6 years of experience in the finance industry.
John Williams (CRD# 4406386) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 19 years of experience in the finance industry. John Williams 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.
Tobias Yearms (CRD# 6555457) is an Investment Advisor Representative working at Adaptive Financial Consulting, LLC in Beachwood, OH and has over 8 years of experience in the finance industry.
Vladimir Yerukhimovich (CRD# 2778900) is an Investment Advisor Representative working at Primerica Advisors in Beachwood, OH and has over 19 years of experience in the finance industry.
Jaime Zarlenga-Siegler (CRD# 4297928) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 23 years of experience in the finance industry. Jaime Zarlenga-Siegler 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.
Brian Zeid (CRD# 3187681) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 24 years of experience in the finance industry.
Michael Zembala (CRD# 1047995) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 36 years of experience in the finance industry.
Arnita Hollis (CRD# 4439193) is an Investment Advisor Representative working at Primerica Advisors in Beachwood, OH and has over 22 years of experience in the finance industry.
Jordan Benes (CRD# 5921359) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 12 years of experience in the finance industry.