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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
Jennifer Walters (CRD# 4538469) is an Investment Advisor Representative working at Morgan Stanley in Westlake, OH and has over 21 years of experience in the finance industry.
Ryan Warner (CRD# 4600110) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 21 years of experience in the finance industry. Ryan Warner 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.
Jeffrey Warnkin (CRD# 1445683) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 28 years of experience in the finance industry. Jeffrey Warnkin 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.
Laura Weiner Smith (CRD# 4132383) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake, OH and has over 19 years of experience in the finance industry.
Jeffrey West (CRD# 4652728) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Westlake, OH and has over 21 years of experience in the finance industry.
Steven Wickstrom (CRD# 4686935) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake, OH and has over 20 years of experience in the finance industry.
Nathan Wilmot (CRD# 4852638) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Westlake, OH and has over 16 years of experience in the finance industry. Nathan Wilmot 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.
Jason Wilson (CRD# 6301767) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake, OH and has over 10 years of experience in the finance industry.
Taylor Wolf (CRD# 6696442) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 7 years of experience in the finance industry.
John Woodard (CRD# 6030043) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 12 years of experience in the finance industry.