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Distance Only Uniontown, OH
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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 Kennedy (CRD# 2669139) is an Investment Advisor Representative working at Captrust in Uniontown, OH and has over 28 years of experience in the finance industry.
Robert Knotts (CRD# 6649595) is an Investment Advisor Representative working at Alphastar Capital Management in Uniontown, OH and has over 8 years of experience in the finance industry.
Michael Koly (CRD# 1366723) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Uniontown, OH and has over 32 years of experience in the finance industry.
Donald Kuntzman (CRD# 2229610) is an Investment Advisor Representative working at Mml Investors Services, LLC in Uniontown, OH and has 1 year of experience in the finance industry.
Peter Laakso (CRD# 5183857) is an Investment Advisor Representative working at Meridian Capital Management Group, Inc. in Uniontown, OH and has over 9 years of experience in the finance industry.
Ryan Lehuta (CRD# 5713975) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Uniontown, OH and has over 6 years of experience in the finance industry.
Amanda Lyons (CRD# 5544774) is an Investment Advisor Representative working at Captrust in Uniontown, OH and has over 12 years of experience in the finance industry. Amanda Lyons 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.
Thomas Marchese (CRD# 4362359) is an Investment Advisor Representative working at Edward Jones in Uniontown, OH and has over 23 years of experience in the finance industry. Thomas Marchese 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.
Mark Muntean (CRD# 5479667) is an Investment Advisor Representative working at Captrust in Uniontown, OH and has 1 year of experience in the finance industry. Mark Muntean 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.
Clinton Nickas (CRD# 6281091) is an Investment Advisor Representative working at Edward Jones in Uniontown, OH and has over 10 years of experience in the finance industry.