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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
Brian Kurtich (CRD# 7642895) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Franklin, PA and has 1 year of experience in the finance industry.
Harry Liederbach (CRD# 4686284) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oil City, PA and has over 20 years of experience in the finance industry.
Casie Merchant (CRD# 7810568) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Hermitage, PA and has 1 year of experience in the finance industry. Casie Merchant 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.
Susan Middleton (CRD# 5127714) is an Investment Advisor Representative working at Counsel Fiduciary, LLC in Titusville, PA and has over 18 years of experience in the finance industry. Susan Middleton 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.
Janeen Mihoci (CRD# 1952583) is an Investment Advisor Representative working at Planmember Securities Corporation in Hartstown, PA and has over 35 years of experience in the finance industry.
Deborah Obenrader (CRD# 7605424) is an Investment Advisor Representative working at Edward Jones in Conneaut Lake, PA and has 1 year of experience in the finance industry.
John Potter (CRD# 4684248) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Sharon, PA and has over 3 years of experience in the finance industry.
Andrew Pursel (CRD# 7062170) is an Investment Advisor Representative working at Matune Basile Advisors in Hermitage, PA and has over 5 years of experience in the finance industry. Andrew Pursel 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.
Allison Rebich (CRD# 6955139) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Edinboro, PA and has 1 year of experience in the finance industry.
Nicholas Rinella (CRD# 7822474) is an Investment Advisor Representative working at Edward Jones in Meadville, PA and has 1 year of experience in the finance industry.