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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
Bert Covell (CRD# 1530571) is an Investment Advisor Representative working at Commonwealth Financial Network in Madison, OH and has over 24 years of experience in the finance industry.
Todd Morgan (CRD# 4918959) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Madison, OH and has over 17 years of experience in the finance industry.
Kevin Reeg (CRD# 6801508) is an Investment Advisor Representative working at Edward Jones in Madison, OH and has over 5 years of experience in the finance industry.
Stuart Abrams (CRD# 1949220) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Beachwood, OH and has over 13 years of experience in the finance industry.
Shams Afzal (CRD# 6446314) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 6 years of experience in the finance industry.
Susan Akers (CRD# 2812948) is an Investment Advisor Representative working at Winslow Asset Management Inc. in Beachwood, OH and has over 27 years of experience in the finance industry.
James Albanese (CRD# 2179644) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Willoughby, OH and has over 29 years of experience in the finance industry.
Anna Alexander (CRD# 4803355) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Kirtland, OH and has over 12 years of experience in the finance industry.
Douglas Ambrose (CRD# 4068870) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Orange Village, OH and has over 22 years of experience in the finance industry. Douglas Ambrose 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.
Anthony Anderson (CRD# 5811843) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beachwood, OH and has over 12 years of experience in the finance industry.