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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
Louis Sanchez (CRD# 4336304) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Meadville, PA and has over 23 years of experience in the finance industry.
Richard Seidel (CRD# 2682518) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Meadville, PA and has over 28 years of experience in the finance industry.
Randy Shaffer (CRD# 1819955) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Conneaut Lake, PA and has over 23 years of experience in the finance industry. Randy Shaffer 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.
Cynthia Shively (CRD# 1533727) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cortland, OH and has over 36 years of experience in the finance industry.
Nathan Smith (CRD# 6396533) is an Investment Advisor Representative working at Lpl Financial LLC in Jefferson, OH and has over 9 years of experience in the finance industry.
Jacob Spangler (CRD# 6511072) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 8 years of experience in the finance industry.
Matthew Stearns (CRD# 6775942) is an Investment Advisor Representative working at Brookhouse Advisors in Meadville, PA and has over 7 years of experience in the finance industry. Matthew Stearns 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.
Earline Stiltner (CRD# 1523879) is an Investment Advisor Representative working at Primerica Advisors in Ashtabula, OH and has over 37 years of experience in the finance industry.
Roy Stiltner (CRD# 2333873) is an Investment Advisor Representative working at Primerica Advisors in Ashtabula, OH and has over 25 years of experience in the finance industry.
Meghan Stone (CRD# 5491380) is an Investment Advisor Representative working at Pnc Investments in Meadville, PA and has over 16 years of experience in the finance industry.