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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
Mark O'sickey (CRD# 6270633) is an Investment Advisor Representative working at Commonwealth Financial Network in Solon, OH and has over 5 years of experience in the finance industry.
Gautam Pai (CRD# 5633726) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Solon, OH and has over 14 years of experience in the finance industry.
Mark Paskowski (CRD# 2820867) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Solon, OH and has over 19 years of experience in the finance industry.
Dee Price (CRD# 1280474) is an Investment Advisor Representative working at Affinity Financial LLC in Solon, OH and has over 34 years of experience in the finance industry.
Matthew Puflea (CRD# 2366341) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Solon, OH and has over 30 years of experience in the finance industry. Matthew Puflea 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.
Joseph Rea (CRD# 6360909) is an Investment Advisor Representative working at Mml Investors Services, LLC in Solon, OH and has over 9 years of experience in the finance industry.
Smita Samant (CRD# 5474875) is an Investment Advisor Representative working at Commonwealth Financial Network in Solon, OH and has over 16 years of experience in the finance industry. Smita Samant 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.
Brian Schlotter (CRD# 4443270) is an Investment Advisor Representative working at Lpl Financial LLC in Solon, OH and has over 22 years of experience in the finance industry.
Aaron Simpson (CRD# 6950543) is an Investment Advisor Representative working at Alpha Planning And Financial Services, Inc. in Solon, OH and has over 6 years of experience in the finance industry. Aaron Simpson 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.
Karin Stifler (CRD# 4927387) is an Investment Advisor Representative working at Walden Wealth Partners LLC in Solon, OH and has 1 year of experience in the finance industry. Karin Stifler 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.