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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
Kirk Allison (CRD# 2352356) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 30 years of experience in the finance industry.
Dale Austin (CRD# 3112756) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Irwin, PA and has over 17 years of experience in the finance industry.
Jason Baer (CRD# 2875427) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bethel Park, PA and has over 27 years of experience in the finance industry.
Peter Barchetti (CRD# 1222883) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Uniontown, PA and has over 40 years of experience in the finance industry.
Reshelle Barrett (CRD# 2225985) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 30 years of experience in the finance industry. Reshelle Barrett 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.
Donald Barzak (CRD# 1856590) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 17 years of experience in the finance industry.
Simler Batcheler (CRD# 1171511) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 38 years of experience in the finance industry. Simler Batcheler 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.
Craig Baum (CRD# 1951153) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mckeesport, PA and has over 33 years of experience in the finance industry. Craig Baum 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.
Regina Beatty (CRD# 1974773) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Greensburg, PA and has over 34 years of experience in the finance industry. Regina Beatty 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.
Daniel Bejster (CRD# 5974859) is an Investment Advisor Representative working at Huntington Financial Advisors in Bethel Park, PA and has over 12 years of experience in the finance industry. Daniel Bejster 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.