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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
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.
Kevin Barry (CRD# 3199462) is an Investment Advisor Representative working at Hilltop Securities Inc. in Lakewood, OH and has over 25 years of experience in the finance industry.
Bradley Bartel (CRD# 4874599) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rocky River, 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.
Makis Beach (CRD# 6437368) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake, OH and has over 5 years of experience in the finance industry.
Roldo Beach (CRD# 1109875) is an Investment Advisor Representative working at Beach Benefits Group in North Olmsted, OH and has over 27 years of experience in the finance industry.
David Beam (CRD# 2527286) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 21 years of experience in the finance industry.