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Distance Only Westlake, 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
Richard Packer (CRD# 2723507) is an Investment Advisor Representative working at Kinetic Wealth Investment Advisors, LLC in Westlake, OH and has over 26 years of experience in the finance industry. Richard Packer 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 Panko (CRD# 5300490) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 17 years of experience in the finance industry. David Panko 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.
Coleen Paradissis (CRD# 4670434) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westlake, OH and has over 17 years of experience in the finance industry.
Barry Pavlo (CRD# 5119649) is an Investment Advisor Representative working at Fort Washington Investment Advisors Inc. in Westlake, OH and has over 7 years of experience in the finance industry.
James Pazderak (CRD# 6015686) is an Investment Advisor Representative working at Covenant Wealth Advisors in Westlake, OH and has over 13 years of experience in the finance industry.
Clinton Pelfrey (CRD# 5975011) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 11 years of experience in the finance industry.
Jason Pence (CRD# 4473386) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, OH and has over 20 years of experience in the finance industry. Jason Pence 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.
Amanda Penitz (CRD# 5030752) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake, OH and has over 18 years of experience in the finance industry.
Nathan Petersen (CRD# 4221688) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake, OH and has over 23 years of experience in the finance industry.
Nick Pietrocola (CRD# 3017749) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake, OH and has over 25 years of experience in the finance industry.