-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Matthew Oaks (CRD# 6791768) is an Investment Advisor Representative working at Simplicity Wealth in Vienna, OH and has over 7 years of experience in the finance industry.
Paul Orend (CRD# 4530229) is an Investment Advisor Representative working at Orend Investment Management, Inc. in Youngstown, OH and has 1 year of experience in the finance industry.
Rene Ornelas (CRD# 4001473) is an Investment Advisor Representative working at Lpl Financial LLC in New Castle, PA and has over 24 years of experience in the finance industry.
Kevin Orsinger (CRD# 4294041) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, PA and has over 23 years of experience in the finance industry.
Diana Palmer (CRD# 4583239) is an Investment Advisor Representative working at Family Financial Planning, LLC in Cortland, OH and has over 20 years of experience in the finance industry. Diana Palmer 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.
Ronald Paule (CRD# 4759939) is an Investment Advisor Representative working at Edward Jones in Evans City, PA and has over 19 years of experience in the finance industry.
Stephen Pavlich (CRD# 1794852) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Boardman, OH and has over 26 years of experience in the finance industry.
Carol Penny (CRD# 1111201) is an Investment Advisor Representative working at Primerica Advisors in Austintown, OH and has over 41 years of experience in the finance industry.
Howie Pentony (CRD# 815727) is an Investment Advisor Representative working at Commonwealth Financial Network in Portersville, PA and has over 43 years of experience in the finance industry.
Nicholas Perod (CRD# 3066717) is an Investment Advisor Representative working at Private Advisor Group, LLC in New Castle, PA and has over 25 years of experience in the finance industry.