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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
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.
Subir Barua (CRD# 2437073) is an Investment Advisor Representative working at Prudential Financial Planning Services in Olean, NY and has over 30 years of experience in the finance industry.
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.
Brian Green (CRD# 3122880) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Coudersport, PA and has over 25 years of experience in the finance industry.
Mark Hendrix (CRD# 1682134) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 36 years of experience in the finance industry. Mark Hendrix 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.
Kyle Kirk (CRD# 7260102) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bradford, PA and has over 3 years of experience in the finance industry.
Robin Kuleck (CRD# 5996984) is an Investment Advisor Representative working at Kuleck Financial Planning in Emporium, PA and has 1 year of experience in the finance industry. Robin Kuleck 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.