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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
Jules Blakely (CRD# 7193607) is an Investment Advisor Representative working at Park Avenue Securities LLC in Beachwood, OH and has over 3 years of experience in the finance industry.
William Bolas (CRD# 4568973) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 16 years of experience in the finance industry.
Aileen Bost (CRD# 5096049) is an Investment Advisor Representative working at Cm Wealth Advisors LLC in Beachwood, OH and has 1 year of experience in the finance industry. Aileen Bost 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.
John Conry (CRD# 1882096) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 30 years of experience in the finance industry.
Lauren Coverdale (CRD# 7056954) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 2 years of experience in the finance industry.
Zachary Dahmen (CRD# 7123713) is an Investment Advisor Representative working at Park Avenue Securities LLC in Beachwood, OH and has 1 year of experience in the finance industry.
Elizabeth De Nitto (CRD# 6946634) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Beachwood, OH and has 1 year of experience in the finance industry. Elizabeth De Nitto 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 Duffield (CRD# 7341785) is an Investment Advisor Representative working at North Star Advisory Group, LLC in Beachwood, OH and has 1 year of experience in the finance industry.
Stephen Ericksen (CRD# 6919641) is an Investment Advisor Representative working at Park Avenue Securities LLC in Beachwood, OH and has over 4 years of experience in the finance industry.
Desiree Fiktus (CRD# 7393863) is an Investment Advisor Representative working at Tidmore Retirement Planning Specialists in Beachwood, OH and has over 3 years of experience in the finance industry.