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Selection of Other Advisors Advisors in Mayfield Heights, Ohio
42 Results
Unclaimed

Sequoia Financial Group, LLC

location

Mayfield Heights, OH

0 Disclosures

ADVISOR BIO

Angela Thorn is a financial advisor with over 20 years of experience. Angela is currently registered with Sequoia Financial Group, LLC and is active in Ohio. Angela previously worked with ROYAL ALLIANCE ASSOCIATES, INC. and has been a financial advisor since 2001. Angela has obtained the Series 7 and SIE securities licenses. Angela has a strong focus on providing investment advice and financial planning to individuals, businesses, and non-profit organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Sequoia Financial Group, LLC | CFP ® (Certifications)

location

Mayfield Heights, OH

0 Disclosures

ADVISOR BIO

Ashley Costello is a financial advisor with over 10 years of experience in the financial services industry. Ashley holds the Series 66, Series 7 and SIE licenses. Ashley is currently registered with Sequoia Financial Group, LLC. Ashley is also a Certified Financial Planner. Previously, Ashley worked at Royal Alliance Associates, Inc. and Financial Planners of Cleveland DBA NCA Financial Planners. Ashley has experience working with individual clients, high-net-worth individuals, charitable organizations, pooled investment vehicles, pension and profit sharing plans, corporations and other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

U.s. Bancorp Investments, Inc.

location

Mayfield Heights, OH

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Casey Hughes is a registered representative with U.S. Bancorp Investments, Inc. Bradley has been in the securities industry since February 2022. Bradley is registered in Ohio. Bradley is Series 63, Series 6TO, and SIE licensed. Bradley specializes in various investment products and services. U.S. Bancorp Investments, Inc. is an investment advisor firm registered with the SEC. U.S. Bancorp Investments, Inc. provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm has approximately $15.9 billion in assets under management.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Mayfield Heights, OH

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Britney Mayer is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Britney has been in the industry since 2017 and is registered in Ohio. Britney is also a notary. Britney has Series 6 and SIE licenses. Britney is associated with Cambridge Investment Research Advisors, Inc.'s branch office in Mayfield Heights, 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

Mayfield Heights, OH

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Charles Edwin Kerr has been a registered representative in the financial industry since February 10, 1993. Charles is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since October 2018. Previously, Charles was registered with THE HUNTINGTON INVESTMENT COMPANY, LPL FINANCIAL LLC, FIRSTMERIT FINANCIAL SERVICES, INC, INVEST FINANCIAL CORPORATION, FIRSTMERIT SECURITIES, INC., MIDWESTERN INVESTMENT CORPORATION, BANC ONE SECURITIES CORPORATION, PARKER/HUNTER INCORPORATED, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Charles holds a Series 7, Series 63, and Series 65 license. Charles provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Charles is also an Independent Insurance Agent for various independent insurance companies.

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

Ancora Advisors LLC

location

MAYFIELD HEIGHTS, OH

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Joseph Hyland is a registered investment advisor representative with Ancora Advisors LLC, a firm based in Mayfield Heights, Ohio. Daniel has been in the financial services industry since 1992. Daniel is also registered with the state of Ohio.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
INSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ancora Advisors LLC | CFA ® (Certifications)

location

MAYFIELD HEIGHTS, OH

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Gerard Thelen is a financial advisor with Ancora Advisors LLC, where he has been working since August 2012. Daniel has been in the financial industry since April 2003. He has also previously worked at Safeguard Securities, Inc. and Loomis Sayles Distributors, L.P. Daniel holds a Series 7, Series 63 and SIE licenses, is a Chartered Financial Analyst (CFA) and is registered in Michigan and Ohio. Daniel specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
INSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fifth Third Securities, Inc.

location

MAYFIELD HEIGHTS, OH

experience

28 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Denes Chapo is a registered investment advisor with Fifth Third Securities, Inc. Denes holds the Series 7, Series 63, and Series 65 licenses. Denes has been working in the financial services industry since March 25, 1997. Previously, Denes worked at U.S. Bancorp Investments, Inc., The Huntington Investment Company, Quick & Reilly, Inc., Natcity Investments, Inc., Natcity Insurance Services, Inc., Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Denes specializes in providing financial planning, selection of other advisors, portfolio management for businesses and individuals. Denes has been a registered representative of Fifth Third Securities, Inc. since July 30, 2017. Denes works out of the Mayfield Heights, OH branch office.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SPONSOR WRAP FEE PROGRAM
Unclaimed

THE Huntington Investment Co.

location

MAYFIELD HEIGHTS, OH

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Donna Friedman is a financial advisor with The Huntington Investment Co. Donna holds a Series 6TO and SIE licenses and is registered to provide investment advice in Ohio. Donna's areas of expertise include: retirement planning, investment management, and portfolio management. Donna is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ancora Advisors LLC

location

MAYFIELD HEIGHTS, OH

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Eric Francis Woidke is a registered investment advisor representative with Ancora Advisors LLC. Eric has been in the securities industry for 22 years. Eric is registered with FINRA and has passed the Series 7, Series 66 and SIE exams. Eric is also registered in Ohio as an Investment Advisor Representative. Eric has previously been employed by AMERICA NORTHCOAST SECURITIES, INC., SAFEGUARD SECURITIES, INC., FIFTH THIRD SECURITIES, INC. and FIFTH THIRD/MAXUS SECURITIES INC. Eric's current firm Ancora Advisors LLC, is located in Mayfield Heights, Ohio. Eric also serves as a board member for the Community Foundation of Lorain County.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
INSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS
Portfolio Management for Pooled Investment Vehicles

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