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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
Norman Berman (CRD# 2189160) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Portage, IN and has over 20 years of experience in the finance industry.
Brian Bolek (CRD# 2780439) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Portage, IN and has over 27 years of experience in the finance industry.
Gerardo Del Real (CRD# 6860083) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, IN and has over 5 years of experience in the finance industry.
Jamie Lewis (CRD# 3226370) is an Investment Advisor Representative working at Edward Jones in Portage, IN and has over 24 years of experience in the finance industry.
Jon Lyons (CRD# 2927295) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Portage, IN and has over 26 years of experience in the finance industry.
Daniel Mitchell (CRD# 5871837) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, IN and has over 13 years of experience in the finance industry.
Peter Sarbieski (CRD# 2166661) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Portage, IN and has over 32 years of experience in the finance industry.
Michael Scanlan (CRD# 2369858) is an Investment Advisor Representative working at Edward Jones in Portage, IN and has over 17 years of experience in the finance industry.
Jason Mitchell (CRD# 5853035) is an Investment Advisor Representative working at Edward Jones in Portage, IN and has over 2 years of experience in the finance industry.
Steven Mitcheltree (CRD# 5247824) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Portage, IN and has over 17 years of experience in the finance industry.