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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
Jeffrey Bailey (CRD# 2387047) is an Investment Advisor Representative working at Mml Investors Services, LLC in Morgantown, WV and has over 30 years of experience in the finance industry.
Gary Boatman (CRD# 5699740) is an Investment Advisor Representative working at Boatman Wealth Management, LLC in Monessen, PA and has 1 year of experience in the finance industry. Gary Boatman 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.
Jason Bolen (CRD# 6146635) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Morgantown, WV and has over 7 years of experience in the finance industry. Jason Bolen 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.
John Bonasso (CRD# 2482298) is an Investment Advisor Representative working at Park Avenue Securities LLC in Morgantown, WV and has over 29 years of experience in the finance industry.
Christina Bryner (CRD# 6821803) is an Investment Advisor Representative working at Advice & Planning Services LLC in Youngwood, PA and has over 6 years of experience in the finance industry.
Edward Capuzzi (CRD# 2677014) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lemont Furnace, PA and has over 28 years of experience in the finance industry.
Charles Carnahan (CRD# 4645944) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waynesburg, PA and has over 20 years of experience in the finance industry.
Brian Casey (CRD# 5560233) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Waynesburg, PA and has over 15 years of experience in the finance industry.
Edward Cehelsky (CRD# 4419713) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Venetia, PA and has over 22 years of experience in the finance industry.
Megan Chicone (CRD# 5788447) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Venetia, PA and has over 13 years of experience in the finance industry.