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Distance Only North Olmsted, OH
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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
Roldo Beach (CRD# 1109875) is an Investment Advisor Representative working at Beach Benefits Group in North Olmsted, OH and has over 27 years of experience in the finance industry.
Charles Conrad (CRD# 4791007) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in North Olmsted, OH and has over 19 years of experience in the finance industry.
Ross Croucher (CRD# 1396349) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in North Olmsted, OH and has over 38 years of experience in the finance industry.
Robert Cygan (CRD# 2095736) is an Investment Advisor Representative working at Osaic Wealth, Inc. in North Olmsted, OH and has 1 year of experience in the finance industry.
Ronald Dziedziak (CRD# 5534158) is an Investment Advisor Representative working at Edward Jones in North Olmsted, OH and has over 15 years of experience in the finance industry.
Michael Jacobs (CRD# 6188883) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in North Olmsted, OH and has over 10 years of experience in the finance industry.
Khory Katz (CRD# 6948064) is an Investment Advisor Representative working at Edward Jones in North Olmsted, OH and has over 5 years of experience in the finance industry.
Andreas Koustis (CRD# 6424568) is an Investment Advisor Representative working at Beach Benefits Group in North Olmsted, OH and has over 8 years of experience in the finance industry.
James Leiken (CRD# 4783201) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North Olmsted, OH and has over 4 years of experience in the finance industry.
Rickard Martin (CRD# 4283261) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in North Olmsted, OH and has over 23 years of experience in the finance industry. Rickard Martin 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.