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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
Jennifer Hope (CRD# 4450229) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chardon, OH and has over 19 years of experience in the finance industry.
Dennis Ibold (CRD# 4801154) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Chardon, OH and has over 19 years of experience in the finance industry.
Nancy Kitson (CRD# 1527475) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Concord Township, OH and has over 27 years of experience in the finance industry.
Mark Knight (CRD# 2388650) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chardon, OH and has over 28 years of experience in the finance industry.
Joseph Koster (CRD# 4866651) is an Investment Advisor Representative working at Sorfis Investments, LLC in Chardon, OH and has over 5 years of experience in the finance industry.
Daniel Lane (CRD# 4521546) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Andover, OH and has over 19 years of experience in the finance industry. Daniel Lane 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.
James Lebzelter (CRD# 1669772) is an Investment Advisor Representative working at Lpl Financial LLC in Ashtabula, OH and has over 20 years of experience in the finance industry.
David Lemond (CRD# 4207176) is an Investment Advisor Representative working at Edward Jones in Concord Township, OH and has over 23 years of experience in the finance industry.
Daniel Lescoezec (CRD# 1858011) is an Investment Advisor Representative working at Hickory Asset Management, Inc. in Concord Township, OH and has over 23 years of experience in the finance industry.
Stephen Lewis (CRD# 1307679) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greenville, PA and has over 39 years of experience in the finance industry.