-
Distance Only Bridgeville, PA
-
COMPENSATION Either
-
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
Joseph Petrovich (CRD# 5858377) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bridgeville, PA and has over 13 years of experience in the finance industry.
Casey Robinson (CRD# 5649211) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 14 years of experience in the finance industry. Casey Robinson 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.
Kevin Searfoss (CRD# 2368306) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 30 years of experience in the finance industry. Kevin Searfoss 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.
Samantha Sheetz (CRD# 6526555) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 7 years of experience in the finance industry. Samantha Sheetz 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.
Dennis Spangler (CRD# 2198501) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bridgeville, PA and has over 32 years of experience in the finance industry. Dennis Spangler 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.
Kenneth Spencer (CRD# 2740242) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bridgeville, PA and has over 27 years of experience in the finance industry.
Ali Swart (CRD# 5781820) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 14 years of experience in the finance industry. Ali Swart 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.
Eric Vogt (CRD# 5150466) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 17 years of experience in the finance industry. Eric Vogt 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.
Bryan Waldron (CRD# 6634678) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has 1 year of experience in the finance industry. Bryan Waldron 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 Waldron (CRD# 1864267) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 35 years of experience in the finance industry.