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Distance Only Rocky River, 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
Gerald Walters (CRD# 865217) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rocky River, OH and has over 44 years of experience in the finance industry.
Frank Zak (CRD# 1613375) is an Investment Advisor Representative working at Zak Advisory, LLC in Rocky River, OH and has over 37 years of experience in the finance industry.
Dustin Dagastino (CRD# 6751381) is an Investment Advisor Representative working at Citizens Securities, Inc. in Rocky River, OH and has over 6 years of experience in the finance industry.
Ryan Dorff (CRD# 4741748) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rocky River, OH and has 1 year of experience in the finance industry.
Jordan Guzman (CRD# 7155961) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rocky River, OH and has over 4 years of experience in the finance industry.
Tiffany Hackney (CRD# 7255599) is an Investment Advisor Representative working at Prudential Financial Planning Services in Rocky River, OH and has over 2 years of experience in the finance industry. Tiffany Hackney 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.
Conor Hartman (CRD# 7563841) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rocky River, OH and has 1 year of experience in the finance industry.
Ramesh Jhaveri (CRD# 869977) is an Investment Advisor Representative working at Investments Technology Inc. in Rocky River, OH and has over 28 years of experience in the finance industry.
Jacob Jones (CRD# 7350525) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rocky River, OH and has over 2 years of experience in the finance industry.