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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
Michael Donnellan (CRD# 2052675) is an Investment Advisor Representative working at L.m. Kohn & Company in North Royalton, OH and has over 34 years of experience in the finance industry.
Mark Donnelly (CRD# 2926204) is an Investment Advisor Representative working at The Estate Planning Team, Inc. in Middleburg Heights, OH and has 1 year of experience in the finance industry.
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.
Carmen Donofrio (CRD# 6494800) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 5 years of experience in the finance industry. Carmen Donofrio 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.
Christopher Dorrance (CRD# 5151831) is an Investment Advisor Representative working at Triad Advisors, LLC in Independence, OH and has over 17 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.
Thomas Dragar (CRD# 5918488) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Brecksville, OH and has over 11 years of experience in the finance industry. Thomas Dragar 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.
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.
Matthew Draper (CRD# 3130999) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Canton, OH and has over 25 years of experience in the finance industry.
Michael Draper (CRD# 1797080) is an Investment Advisor Representative working at Lpl Financial LLC in Canton, OH and has over 35 years of experience in the finance industry.