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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
Jeremy Shelby (CRD# 6823184) is an Investment Advisor Representative working at Elite Life Management LLC in Erie, PA and has over 6 years of experience in the finance industry.
Kevin Slocum (CRD# 2677689) is an Investment Advisor Representative working at Lpl Financial LLC in Erie, PA and has over 28 years of experience in the finance industry.
Donald Smith (CRD# 1134141) is an Investment Advisor Representative working at Provident Wealth Management Inc. in Erie, PA and has over 41 years of experience in the finance industry.
Nathan Smith (CRD# 6396533) is an Investment Advisor Representative working at Lpl Financial LLC in Jefferson, OH and has over 9 years of experience in the finance industry.
Richard Smith (CRD# 5969425) is an Investment Advisor Representative working at Provident Wealth Management Inc. in Erie, PA and has over 9 years of experience in the finance industry.
Ryan Smith (CRD# 5228504) is an Investment Advisor Representative working at Osaic Fa, Inc. in Erie, PA and has over 17 years of experience in the finance industry.
Kristy Snippert (CRD# 4523028) is an Investment Advisor Representative working at Lpl Financial LLC in Fairview, PA and has over 21 years of experience in the finance industry.
Lori Sobin (CRD# 5468402) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Erie, PA and has over 6 years of experience in the finance industry.
Christopher Sorce (CRD# 820111) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 39 years of experience in the finance industry. Christopher Sorce 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.
Gregory Sorce (CRD# 1062285) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 41 years of experience in the finance industry. Gregory Sorce 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.