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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
Jason Burkholder (CRD# 5537497) is an Investment Advisor Representative working at New Legacy Financial Group, LLC in Smithville, OH and has 1 year of experience in the finance industry. Jason Burkholder 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.
Ryan Burnett (CRD# 5792496) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cleveland , OH and has over 13 years of experience in the finance industry.
Carole Burns (CRD# 4300455) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake, OH and has over 22 years of experience in the finance industry.
Kenneth Burr (CRD# 2458541) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 26 years of experience in the finance industry.
Douglas Butler (CRD# 1263314) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 28 years of experience in the finance industry.
Brian Cahill (CRD# 1885157) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 35 years of experience in the finance industry.
Peter Calfee (CRD# 2878152) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 26 years of experience in the finance industry. Peter Calfee 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.
Kurt Camden (CRD# 4546592) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cleveland, OH and has over 22 years of experience in the finance industry.
Carl Camillo (CRD# 2330113) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Broadview Heights, OH and has over 30 years of experience in the finance industry. Carl Camillo 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.
Theresa Cancilla (CRD# 2273792) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 31 years of experience in the finance industry.