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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
Loren Bates (CRD# 7126957) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westlake, OH and has over 4 years of experience in the finance industry.
Scott Bauchmoyer (CRD# 6710697) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake, OH and has over 4 years of experience in the finance industry.
Kalpana Beach (CRD# 6946037) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake, OH and has over 4 years of experience in the finance industry.
Erica Brown (CRD# 6994771) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, OH and has over 3 years of experience in the finance industry. Erica Brown 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.
Jordan Buck (CRD# 6966089) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, OH and has over 3 years of experience in the finance industry.
Isaac Butler (CRD# 7372079) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has 1 year of experience in the finance industry.
Rachel Campana (CRD# 7587240) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, OH and has 1 year of experience in the finance industry.
Lisa Casper (CRD# 7480727) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake, OH and has 1 year of experience in the finance industry.
Sandra Centa (CRD# 1144074) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Westlake, OH and has over 3 years of experience in the finance industry.
Nathan Courtney (CRD# 6486770) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Westlake, OH and has 1 year of experience in the finance industry.