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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
Patrick Donnelly (CRD# 5812508) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 12 years of experience in the finance industry. Patrick Donnelly 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.
Robert Donofrio (CRD# 5341081) is an Investment Advisor Representative working at Lpl Financial LLC in Amherst, OH and has over 16 years of experience in the finance industry.
Nathan Dorner (CRD# 6079078) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fairview Park, OH and has over 11 years of experience in the finance industry.
Kevin Doss (CRD# 2313889) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Westlake, OH and has over 31 years of experience in the finance industry.
Michael Douglas (CRD# 3181913) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Westlake, OH and has over 25 years of experience in the finance industry. Michael Douglas 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.
Stephen Dowdell (CRD# 5950712) is an Investment Advisor Representative working at Lpl Financial LLC in Fairview Park, OH and has over 12 years of experience in the finance industry.
Richard Doyle (CRD# 4080634) is an Investment Advisor Representative working at Lpl Financial LLC in Wadsworth, OH and has over 20 years of experience in the finance industry.
Bill Dragolas (CRD# 2503996) is an Investment Advisor Representative working at Cornerstone Asset Management Services, Inc. in Broadview Heights, OH and has over 27 years of experience in the finance industry.
Mark Driscoll (CRD# 2851077) is an Investment Advisor Representative working at Next Financial Group, Inc. in North Ridgeville, OH and has over 27 years of experience in the finance industry.
Dean Ducato (CRD# 2390658) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake, OH and has over 30 years of experience in the finance industry.