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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
Walter Mancing (CRD# 4743312) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Beaver, PA and has over 20 years of experience in the finance industry.
Gennaro Marsico (CRD# 4908419) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beaver, PA and has over 19 years of experience in the finance industry.
Jake McCracken (CRD# 5930244) is an Investment Advisor Representative working at River's Edge in Beaver, PA and has over 11 years of experience in the finance industry. Jake McCracken 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.
Jessica Meek (CRD# 6192639) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Beaver, PA and has over 9 years of experience in the finance industry.
Mark O'leary (CRD# 5004122) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beaver, PA and has over 18 years of experience in the finance industry.
George Orr (CRD# 1727578) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Beaver, PA and has over 36 years of experience in the finance industry.
Jamie Patten (CRD# 4532078) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Beaver, PA and has over 21 years of experience in the finance industry.
Jacob Potts (CRD# 6639888) is an Investment Advisor Representative working at Dinuzzo Private Wealth, Inc. in Beaver, PA and has over 7 years of experience in the finance industry. Jacob Potts 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.
Nicholas Raught (CRD# 6010847) is an Investment Advisor Representative working at Three Cord True Wealth Management, LLC in Beaver, PA and has over 7 years of experience in the finance industry. Nicholas Raught 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.
Jason Roberts (CRD# 4432594) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Beaver, PA and has over 21 years of experience in the finance industry.