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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
Marnie Randel (CRD# 6428658) is an Investment Advisor Representative working at Paradigm Wealth Management, LLC in Westlake, OH and has 1 year of experience in the finance industry. Marnie Randel 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.
Brian Rees (CRD# 4568202) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westlake, OH and has over 18 years of experience in the finance industry.
Barry Rice (CRD# 6253142) is an Investment Advisor Representative working at Edward Jones in Westlake, OH and has over 10 years of experience in the finance industry.
Steven Rini (CRD# 4255247) is an Investment Advisor Representative working at Morgan Stanley in Westlake, OH and has over 23 years of experience in the finance industry.
Ryan Roche (CRD# 6289691) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake, OH and has over 10 years of experience in the finance industry.
Anna Rodisel (CRD# 6117262) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 10 years of experience in the finance industry.
Drew Roggenburk (CRD# 2781334) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Westlake, OH and has over 27 years of experience in the finance industry. Drew Roggenburk 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 Romanello (CRD# 4634521) is an Investment Advisor Representative working at Independence Capital Company, Inc. in Westlake, OH and has over 7 years of experience in the finance industry.
Kathleen Rosfelder (CRD# 2221534) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake, OH and has over 31 years of experience in the finance industry.
David Roth (CRD# 6817197) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 7 years of experience in the finance industry. David Roth 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.