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Distance Only Sharon, PA
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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
Clancy Atkinson (CRD# 4101733) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Sharon, PA and has over 24 years of experience in the finance industry. Clancy Atkinson 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.
Heather Brinker (CRD# 6798385) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sharon, PA and has over 6 years of experience in the finance industry.
Melissa Broerman (CRD# 6428746) is an Investment Advisor Representative working at Pnc Investments in Sharon, PA and has over 8 years of experience in the finance industry.
Dana Dunn (CRD# 2058257) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sharon, PA and has over 34 years of experience in the finance industry.
Frank Mindicino (CRD# 1002375) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sharon, PA and has over 42 years of experience in the finance industry. Frank Mindicino 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.
Jesse Tatterson (CRD# 4859262) is an Investment Advisor Representative working at Pnc Investments in Sharon, PA and has over 16 years of experience in the finance industry.
John Potter (CRD# 4684248) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Sharon, PA and has over 3 years of experience in the finance industry.