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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
Thomas Austin (CRD# 1959580) is an Investment Advisor Representative working at Citizens Securities, Inc. in Mentor On The Lake, OH and has over 31 years of experience in the finance industry. Thomas Austin 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.
Kay Auwerter (CRD# 5463625) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 16 years of experience in the finance industry.
Charles Avarello (CRD# 4525996) is an Investment Advisor Representative working at Fairway Wealth Management LLC in Independence, OH and has over 22 years of experience in the finance industry. Charles Avarello 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.
Mildred Babb Perkins (CRD# 2418158) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 25 years of experience in the finance industry. Mildred Babb Perkins 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.
Gilbert Bachna (CRD# 2335152) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cleveland, OH and has over 28 years of experience in the finance industry.
Gregory Badowski (CRD# 5914135) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry. Gregory Badowski 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.
Andrea Badza (CRD# 2615898) is an Investment Advisor Representative working at Global Retirement Partners LLC in Solon, OH and has 1 year of experience in the finance industry.
Peter Bahner (CRD# 6240569) is an Investment Advisor Representative working at Prudential Financial Planning Services in Independence, OH and has over 9 years of experience in the finance industry. Peter Bahner 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.
Mark Bailey (CRD# 1618239) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 37 years of experience in the finance industry.
Ryan Bailey (CRD# 6152398) is an Investment Advisor Representative working at Redwood Financial Network in Solon, OH and has over 8 years of experience in the finance industry.