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Distance Only Jamestown, NY
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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
Alex Johnson (CRD# 5956917) is an Investment Advisor Representative working at Shift Fynancial in Jamestown, NY and has over 11 years of experience in the finance industry.
Jillian Jones (CRD# 6295076) is an Investment Advisor Representative working at Esi Financial Advisors in Jamestown, NY and has over 10 years of experience in the finance industry.
Lorri Mabee (CRD# 4900780) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has over 9 years of experience in the finance industry.
Mark Nelson (CRD# 2732878) is an Investment Advisor Representative working at Park Avenue Securities LLC in Jamestown, NY and has over 28 years of experience in the finance industry.
Daniel Overcash (CRD# 354430) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Jamestown, NY and has over 39 years of experience in the finance industry. Daniel Overcash 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.
Kristie Jo Peppy (CRD# 3009499) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has over 26 years of experience in the finance industry.
Joseph Strotman (CRD# 7358078) is an Investment Advisor Representative working at Edward Jones in Jamestown, NY and has over 2 years of experience in the finance industry.
Noah Weinstein (CRD# 6867829) is an Investment Advisor Representative working at The Ameriflex Group in Jamestown, NY and has over 4 years of experience in the finance industry.
Tonie Wirsen (CRD# 4373018) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has over 20 years of experience in the finance industry.
Wayne Young (CRD# 1526906) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jamestown, NY and has over 37 years of experience in the finance industry. Wayne Young 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.