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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
Peggy Karolak (CRD# 4633150) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wellington, OH and has over 3 years of experience in the finance industry.
James McAleese (CRD# 2919981) is an Investment Advisor Representative working at Next Financial Group, Inc. in Wellington, OH and has over 26 years of experience in the finance industry. James McAleese 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.
Michael Romanoski (CRD# 2605871) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Wellington, OH and has over 25 years of experience in the finance industry.
Michael Sunderman (CRD# 3011984) is an Investment Advisor Representative working at Edward Jones in Wellington, OH and has over 26 years of experience in the finance industry.
Dan Trinter (CRD# 1207337) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wellington, OH and has over 19 years of experience in the finance industry.
Richard Gerbracht (CRD# 5310387) is an Investment Advisor Representative working at Lpl Financial LLC in Bay Village, OH and has over 16 years of experience in the finance industry.
Michael Abfall (CRD# 2820363) is an Investment Advisor Representative working at Edward Jones in Avon, OH and has over 26 years of experience in the finance industry. Michael Abfall 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.
Thomas Abramson (CRD# 4690465) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 20 years of experience in the finance industry.
Erica Acheson-Dunay (CRD# 5247687) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 12 years of experience in the finance industry.
Brent Affolter (CRD# 4629095) is an Investment Advisor Representative working at Mml Investors Services, LLC in Medina, OH and has over 12 years of experience in the finance industry.