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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
Peter Butler (CRD# 1942182) is an Investment Advisor Representative working at Newedge Advisors in Independence, OH and has over 25 years of experience in the finance industry.
Dora Byxbe (CRD# 3186791) is an Investment Advisor Representative working at Pnc Investments in Cleveland, OH and has over 25 years of experience in the finance industry.
Jeanette Cable (CRD# 4450505) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Independence, OH and has over 18 years of experience in the finance industry.
Brian Cahill (CRD# 1885157) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 35 years of experience in the finance industry.
Linda Cahill (CRD# 2437382) is an Investment Advisor Representative working at Enza Financial, LLC in Independence, OH and has over 22 years of experience in the finance industry.
Theodore Calabrese (CRD# 808741) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rocky River, OH and has over 36 years of experience in the finance industry.
Peter Calfee (CRD# 2878152) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 26 years of experience in the finance industry. Peter Calfee 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.
Sandria Calio (CRD# 1719784) is an Investment Advisor Representative working at Providence Financial Services, LLC in Rocky River, OH and has 1 year of experience in the finance industry. Sandria Calio 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.
Caleb Callahan (CRD# 5011454) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 17 years of experience in the finance industry. Caleb 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.
Patricia Callahan-Shular (CRD# 2673968) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cleveland, OH and has over 28 years of experience in the finance industry.