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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
Jon Glink (CRD# 5607927) is an Investment Advisor Representative working at Lpl Financial LLC in Jefferson, OH and has over 15 years of experience in the finance industry.
Marc Hanneman (CRD# 3160726) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Austinburg, OH and has over 25 years of experience in the finance industry.
Carolyn Hauser (CRD# 4337446) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Meadville, PA and has over 14 years of experience in the finance industry.
Joseph Henegan (CRD# 1488602) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, PA and has over 37 years of experience in the finance industry. Joseph Henegan 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.
Zachary Henegan (CRD# 6516748) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, PA and has over 6 years of experience in the finance industry.
Gregory Keil (CRD# 4417953) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Edinboro, PA and has over 22 years of experience in the finance industry.
Richard Laird (CRD# 708678) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Meadville, PA and has over 43 years of experience in the finance industry.
James Lebzelter (CRD# 1669772) is an Investment Advisor Representative working at Lpl Financial LLC in Ashtabula, OH and has over 20 years of experience in the finance industry.
Stephen Lewis (CRD# 1307679) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greenville, PA and has over 39 years of experience in the finance industry.
Dow Lindholm (CRD# 4874554) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenville, PA and has over 19 years of experience in the finance industry.