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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
David Karam (CRD# 1037342) is an Investment Advisor Representative working at Atlantis Capital Management Corporation in Chagrin Falls, OH and has 1 year of experience in the finance industry.
Ryan Ketvertis (CRD# 5318792) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chagrin Falls, OH and has over 16 years of experience in the finance industry.
Joanne Koster-Wilson (CRD# 1142551) is an Investment Advisor Representative working at On Investment Management Co in Chagrin Falls, OH and has over 40 years of experience in the finance industry.
Bryan Kranek (CRD# 5483305) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chagrin Falls, OH and has over 8 years of experience in the finance industry.
Brittan Leiser (CRD# 6869870) is an Investment Advisor Representative working at Oneseven in Chagrin Falls, OH and has over 6 years of experience in the finance industry.
Matthew Levine (CRD# 1808937) is an Investment Advisor Representative working at Independent Financial Partners in Chagrin Falls, OH and has over 32 years of experience in the finance industry.
Jennifer Morris (CRD# 2965239) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chagrin Falls, OH and has over 21 years of experience in the finance industry.
Scott Myers (CRD# 2586379) is an Investment Advisor Representative working at Lpl Financial LLC in Chagrin Falls, OH and has over 29 years of experience in the finance industry.
David Ogden (CRD# 831769) is an Investment Advisor Representative working at Ogden Asset Management, LLC in Chagrin Falls, OH and has over 44 years of experience in the finance industry.
Kenneth Patsey (CRD# 1396728) is an Investment Advisor Representative working at Wisdom Investment Strategies, LLC in Chagrin Falls, OH and has over 14 years of experience in the finance industry.