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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
William Fry (CRD# 7890060) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hermitage, PA and has 1 year of experience in the finance industry.
Joshua Gottron (CRD# 5700515) is an Investment Advisor Representative working at Lpl Financial LLC in Jefferson, OH and has over 2 years of experience in the finance industry.
Tyler Graham (CRD# 6671975) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Meadville, PA and has over 4 years of experience in the finance industry.
Stephen Hoerig (CRD# 7831077) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cortland, OH and has 1 year of experience in the finance industry.
Zachary Honess (CRD# 6889244) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Edinboro, PA and has over 3 years of experience in the finance industry.
Joel Larson (CRD# 7888458) is an Investment Advisor Representative working at Equitable Advisors, LLC in Jefferson, OH and has 1 year of experience in the finance industry.
Lindsay Lewis (CRD# 6640466) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, OH and has over 7 years of experience in the finance industry.
Patrick McFall (CRD# 7371312) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cortland, OH and has over 2 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.
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.