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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
Rachel Okorn (CRD# 5258085) is an Investment Advisor Representative working at Edward Jones in Ashtabula, OH and has over 17 years of experience in the finance industry.
Anthony Platano (CRD# 6701185) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in North Kingsville, OH and has over 7 years of experience in the finance industry.
Randall Pompeo (CRD# 5741929) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Warren, OH and has over 3 years 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.
Joseph Salmen (CRD# 7285098) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Hermitage, PA and has 1 year of experience in the finance industry. Joseph Salmen 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.
Austin Sambuco (CRD# 7505293) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Hermitage, PA and has 1 year of experience in the finance industry. Austin Sambuco 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.
Sophia Schmidt (CRD# 6995633) is an Investment Advisor Representative working at Edward Jones in Hermitage, PA and has 1 year of experience in the finance industry.