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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
Aaron Dayton (CRD# 6041029) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Hermitage, PA and has 1 year of experience in the finance industry. Aaron Dayton 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.
Dana Dunn (CRD# 2058257) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sharon, PA and has over 34 years of experience in the finance industry.
Todd Erdos (CRD# 5983980) is an Investment Advisor Representative working at Edward Jones in Meadville, PA and has over 12 years of experience in the finance industry.
Andrew Eshelman (CRD# 6045975) is an Investment Advisor Representative working at Edward Jones in Greenville, PA and has over 11 years of experience in the finance industry.
Diane Gardner (CRD# 4572367) is an Investment Advisor Representative working at Lpl Financial LLC in Hermitage, PA and has over 21 years of experience in the finance industry. Diane Gardner 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.
Howard Gierling (CRD# 2059591) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Oil City, PA and has over 33 years of experience in the finance industry.
David Gollner (CRD# 224763) is an Investment Advisor Representative working at Legacy Advisory Group, Inc. in Hermitage, PA and has over 40 years of experience in the finance industry.
Carolyn Hauser (CRD# 4337446) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Meadville, PA and has over 14 years of experience in the finance industry.
Joseph Henegan (CRD# 1488602) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, PA and has over 37 years of experience in the finance industry. Joseph Henegan 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.
Zachary Henegan (CRD# 6516748) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, PA and has over 6 years of experience in the finance industry.