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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
Gregory Pinter (CRD# 4803346) is an Investment Advisor Representative working at Jps Financial, LLC in Westlake, OH and has over 20 years of experience in the finance industry. Gregory Pinter 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.
John Pinter (CRD# 363878) is an Investment Advisor Representative working at Jps Financial, LLC in Westlake, OH and has over 32 years of experience in the finance industry.
Stephen Pinter (CRD# 5084697) is an Investment Advisor Representative working at Jps Financial, LLC in Westlake, OH and has over 17 years of experience in the finance industry.
Brian Pinto (CRD# 2541876) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake, OH and has over 29 years of experience in the finance industry.
Roger Potter (CRD# 4548188) is an Investment Advisor Representative working at Balanced Wealth Group LLC in Westlake, OH and has over 18 years of experience in the finance industry.
Richard Potts (CRD# 2607842) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Westlake, OH and has over 29 years of experience in the finance industry. Richard Potts 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.
Donald Qualters (CRD# 3184519) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Westlake, OH and has over 25 years of experience in the finance industry.
Mario Quintero (CRD# 1496239) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westlake, OH and has over 38 years of experience in the finance industry.
Jean Raab (CRD# 1300779) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 23 years of experience in the finance industry.
Roger Rachul (CRD# 1488290) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Westlake, OH and has over 38 years of experience in the finance industry. Roger Rachul 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.