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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
Roger Balser (CRD# 1396245) is an Investment Advisor Representative working at Balser Wealth Management, LLC in Avon, OH and has over 38 years of experience in the finance industry.
Sean Baratt (CRD# 6133351) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 11 years of experience in the finance industry.
Wayne Barker (CRD# 5982189) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 12 years of experience in the finance industry.
Kimberly Barley (CRD# 6301369) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 9 years of experience in the finance industry.
Jeffrey Barnes (CRD# 2296399) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 31 years of experience in the finance industry. Jeffrey Barnes 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.
David Barth (CRD# 4058874) is an Investment Advisor Representative working at Equitable Advisors, LLC in Broadview Heights, OH and has over 19 years of experience in the finance industry.
Steven Bartos (CRD# 2232498) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Westlake, OH and has over 32 years of experience in the finance industry.
Joshua Basen (CRD# 5156644) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 17 years of experience in the finance industry.
Aaron Bates (CRD# 4657614) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has 1 year of experience in the finance industry. Aaron Bates 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.
Allison Batt (CRD# 4125218) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Westlake, OH and has over 24 years of experience in the finance industry.