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Distance Metro area (25 miles)
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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
Bruce Joseph (CRD# 1899329) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Boardman, OH and has over 35 years of experience in the finance industry.
Kathleen Kalosky (CRD# 4507967) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boardman, OH and has over 21 years of experience in the finance industry.
William Klim (CRD# 4496410) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boardman, OH and has over 18 years of experience in the finance industry.
Eric Martin (CRD# 2651433) is an Investment Advisor Representative working at Commonwealth Financial Network in Boardman, OH and has over 28 years of experience in the finance industry.
Jeffrey McCreery (CRD# 2170617) is an Investment Advisor Representative working at Mml Investors Services, LLC in Boardman, OH and has 1 year of experience in the finance industry.
Michael Moss (CRD# 2691646) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boardman, OH and has over 26 years of experience in the finance industry.
Stephen Pavlich (CRD# 1794852) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Boardman, OH and has over 26 years of experience in the finance industry.
Stevan Raseta (CRD# 5523647) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boardman, OH and has over 12 years of experience in the finance industry.
Richard Sacui (CRD# 4344422) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boardman, OH and has over 16 years of experience in the finance industry.
Donald Samuels (CRD# 409895) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Boardman, OH and has over 35 years of experience in the finance industry. Donald Samuels 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.