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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
William Davis (CRD# 1830530) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rocky River, OH and has over 29 years of experience in the finance industry.
Andrew Dieter (CRD# 5164048) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Rocky River, OH and has over 17 years of experience in the finance industry. Andrew Dieter 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.
Christopher Edelman (CRD# 4645176) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rocky River, OH and has over 18 years of experience in the finance industry.
Joseph Frankenfield (CRD# 6450217) is an Investment Advisor Representative working at Saga Partners LLC in Rocky River, OH and has over 8 years of experience in the finance industry.
Anthony Goldyn (CRD# 4518446) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rocky River, OH and has over 21 years of experience in the finance industry.
Gregg Hartman (CRD# 2254531) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rocky River, OH and has over 31 years of experience in the finance industry.
Matthew Howard (CRD# 4901955) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rocky River, OH and has over 19 years of experience in the finance industry.
David Jones (CRD# 1446125) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rocky River, OH and has over 30 years of experience in the finance industry.
Michael Leamon (CRD# 3137286) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rocky River, OH and has over 22 years of experience in the finance industry.
Brian Losey (CRD# 2527666) is an Investment Advisor Representative working at Newedge Advisors in Rocky River, OH and has over 29 years of experience in the finance industry.