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Distance Only Woodmere Village, 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
Alec Bouria (CRD# 6440040) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodmere Village, OH and has over 7 years of experience in the finance industry.
Robert Budny Jr. (CRD# 5916359) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodmere Village, OH and has over 12 years of experience in the finance industry. Robert Budny Jr. 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.
Cynthia Kennedy (CRD# 4942728) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodmere Village, OH and has over 18 years of experience in the finance industry.
William Lyle (CRD# 5646578) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodmere Village, OH and has over 12 years of experience in the finance industry.
Carla Mahoney Ott (CRD# 6523499) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodmere Village, OH and has over 8 years of experience in the finance industry.
Meghan Bolwell (CRD# 6531913) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodmere Village, OH and has over 3 years of experience in the finance industry.
Jessica Burvis (CRD# 7513859) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodmere Village, OH and has 1 year of experience in the finance industry.
Alexandria Francis (CRD# 6599205) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodmere Village, OH and has over 3 years of experience in the finance industry.
Garrett Hoffman (CRD# 7123753) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodmere Village, OH and has over 3 years of experience in the finance industry.
Garrett Maged (CRD# 5962402) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodmere Village, OH and has over 2 years of experience in the finance industry.