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Distance Metro area (25 miles)
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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
John Irving (CRD# 2309725) is an Investment Advisor Representative working at Mml Investors Services, LLC in Olean, NY and has over 31 years of experience in the finance industry.
Ryan Jones (CRD# 6361376) is an Investment Advisor Representative working at Edward Jones in Coudersport, PA and has over 9 years of experience in the finance industry.
Kelly Lent-Paul (CRD# 2971949) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 26 years of experience in the finance industry. Kelly Lent-Paul 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.
Linda Maley (CRD# 2512319) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bradford, PA and has over 29 years of experience in the finance industry. Linda Maley 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.
John McLaughlin (CRD# 1407726) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Olean, NY and has over 38 years of experience in the finance industry.
Joseph Neff (CRD# 6937250) is an Investment Advisor Representative working at Edward Jones in Bradford, PA and has over 5 years of experience in the finance industry.
Jerad Rosendahl (CRD# 5277971) is an Investment Advisor Representative working at Lpl Financial LLC in Smethport, PA and has over 17 years of experience in the finance industry. Jerad Rosendahl 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.
Autumn Smith (CRD# 5209345) is an Investment Advisor Representative working at Lpl Financial LLC in Olean, NY and has over 17 years of experience in the finance industry.
Thomas Stolberg (CRD# 5160799) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cuba, NY and has over 17 years of experience in the finance industry.
Adam Truitt (CRD# 5225368) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Port Allegany, PA and has over 13 years of experience in the finance industry.