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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
Thomas Stolberg (CRD# 5160799) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cuba, NY and has over 17 years of experience in the finance industry.
Matthew Stroup (CRD# 6242674) is an Investment Advisor Representative working at Lpl Financial LLC in Wellsville, NY and has over 10 years of experience in the finance industry.
Troy Vincent (CRD# 4909403) is an Investment Advisor Representative working at Commonwealth Financial Network in Olean, NY and has over 19 years of experience in the finance industry.
Kelly Wieder (CRD# 4405324) is an Investment Advisor Representative working at Edward Jones in Coudersport, PA and has over 6 years of experience in the finance industry.
Stephanie Aloi (CRD# 5797331) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 6 years of experience in the finance industry.
Teresa Barie (CRD# 2512324) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 29 years of experience in the finance industry. Teresa Barie 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.
Sarah Boser (CRD# 7486602) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bradford, PA and has 1 year of experience in the finance industry.
Scott Derwick (CRD# 3146641) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 25 years of experience in the finance industry. Scott Derwick 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.
Sarah Gilner (CRD# 7153924) is an Investment Advisor Representative working at Goydas Capital Investment Management, LLC in Genesee, PA and has over 4 years of experience in the finance industry.
Geralyn Gough (CRD# 4270751) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wellsville, NY and has over 23 years of experience in the finance industry. Geralyn Gough 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.