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Portfolio Management for Investment Companies Advisors in Canfield, Ohio
5 Results
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

CANFIELD, OH

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Michael Renner is a financial advisor in CANFIELD, OH. Renner is a registered representative of Cambridge Investment Research Advisors, Inc. and has been in the industry since 2001. Renner holds Series 6, 7, 24, and 63 licenses, as well as the SIE exam. Renner is a Certified Financial Planner and has specializations in portfolio management for individuals, businesses, and pooled investment vehicles. Renner also provides financial planning, pension consulting, educational seminars, and market timing services. Renner is a registered representative of Cambridge Investment Research Advisors, Inc., which is a registered investment advisor based in Fairfield, IA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Canfield, OH

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Yautoo Chiu is a financial advisor with Cambridge Investment Research Advisors, Inc. Kevin has been in the industry since June 1, 1999. Kevin holds Series 63, 65 and 7 licenses, as well as the SIE. Kevin is also a Certified Financial Planner. Kevin is registered to provide investment advice in multiple states. Kevin is based in Canfield, Ohio.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

CANFIELD, OH

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Dobro is a financial advisor registered with Cambridge Investment Research Advisors, Inc.. Matthew Dobro has been in the industry since January 21, 1995. Matthew Dobro is based in CANFIELD, Ohio. Matthew Dobro has a Series 63, Series 7 and SIE licenses. He is also registered in Ohio. Matthew Dobro is a Registered Representative of Cambridge Investment Research Advisors, Inc. and is affiliated with Cambridge Investment Research, Inc. Matthew Dobro works with a variety of clients including high net worth individuals, individuals other than high net worth individuals, and pension and profit-sharing plans. Matthew Dobro's firm, Cambridge Investment Research Advisors, Inc., has offices in Fairfield, Iowa.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Canfield, OH

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Richard Blanco is a financial advisor with Cambridge Investment Research Advisors, Inc., in Canfield, OH. Richard has been in the financial industry since February 1996. Richard has a Series 6, Series 7, and Series 63 license. Richard also holds the SIE exam. Richard has previously been registered with MSI Financial Services, Inc., and WRP Investments, Inc. Richard has a broad range of experience in the financial industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

CANFIELD, OH

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ronald Dobro is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Ronald has been in the financial services industry since 1988 and has been registered with Cambridge Investment Research Advisors, Inc. since 2005. Ronald holds Series 63, Series 7, and SIE licenses and is registered in Ohio. Ronald is affiliated with the Canfield, OH branch of Cambridge Investment Research Advisors, Inc. Ronald provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services