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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
Joseph Callahan (CRD# 1817853) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 28 years of experience in the finance industry. Joseph Callahan 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.
Luis Camacho (CRD# 4671351) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 20 years of experience in the finance industry.
Barbara Camaglia (CRD# 1127424) is an Investment Advisor Representative working at Legacy Financial Advisors, LLC in Beachwood, OH and has 1 year of experience in the finance industry. Barbara Camaglia 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.
Aimee Caraballo (CRD# 2536475) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Beachwood, OH and has over 28 years of experience in the finance industry.
Christopher Carey (CRD# 1507533) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 36 years of experience in the finance industry.
Daniel Carter (CRD# 4545979) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 21 years of experience in the finance industry. Daniel Carter 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 Chait (CRD# 2777236) is an Investment Advisor Representative working at Lynx Capital Group Ltd in Beachwood, OH and has over 27 years of experience in the finance industry.
Jonathon Chalk (CRD# 2152687) is an Investment Advisor Representative working at Park Avenue Securities LLC in Beachwood, OH and has over 24 years of experience in the finance industry.
John Cingel (CRD# 1068635) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Beachwood, OH and has over 32 years of experience in the finance industry.
Carol Clark (CRD# 6207435) is an Investment Advisor Representative working at Oncenter Financial Advisors LLC in Beachwood, OH and has 1 year of experience in the finance industry.