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Distance Only Sylvania, 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
Kevin Kelly (CRD# 4154606) is an Investment Advisor Representative working at Sjs Investment Services in Sylvania, OH and has over 23 years of experience in the finance industry.
Brett Kinzel (CRD# 2459657) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sylvania, OH and has over 30 years of experience in the finance industry.
Geoffrey Kujawa (CRD# 6464930) is an Investment Advisor Representative working at Thunderbird Financial Coaching in Sylvania, OH and has over 9 years of experience in the finance industry.
Alex Levy (CRD# 6526046) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sylvania, OH and has over 8 years of experience in the finance industry.
Nathan Lieb (CRD# 5190102) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sylvania, OH and has over 13 years of experience in the finance industry.
Robert Loeb (CRD# 2007746) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 34 years of experience in the finance industry. Robert Loeb 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.
Kirk Ludwig (CRD# 2094701) is an Investment Advisor Representative working at Sjs Investment Services in Sylvania, OH and has over 31 years of experience in the finance industry.
Travis Maas (CRD# 6741197) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 5 years of experience in the finance industry.
Michael McCullough (CRD# 4483664) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sylvania, OH and has over 21 years of experience in the finance industry.
Michael McPeek (CRD# 1715323) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Sylvania, OH and has over 31 years of experience in the finance industry.