-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Matthew Nerone (CRD# 4627575) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dubois, PA and has over 21 years of experience in the finance industry.
John Piccolo (CRD# 6257562) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Marys, PA and has over 10 years of experience in the finance industry.
George Pry (CRD# 5723025) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Dubois, PA and has over 14 years of experience in the finance industry.
Matthew Reitz (CRD# 6816882) is an Investment Advisor Representative working at Edward Jones in Brookville, PA and has over 6 years of experience in the finance industry.
Jordan Russell (CRD# 6983565) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Dubois, PA and has over 5 years of experience in the finance industry. Jordan Russell 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.
Marissa Sheffer (CRD# 6908035) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Dubois, PA and has over 5 years of experience in the finance industry. Marissa Sheffer 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.
Frank Sherick (CRD# 4204239) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clearfield, PA and has over 23 years of experience in the finance industry.
Barbara Sicher (CRD# 3068353) is an Investment Advisor Representative working at Lpl Financial LLC in Ridgway, PA and has over 25 years of experience in the finance industry.
Teri Stitzinger (CRD# 5927178) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Brookville, PA and has over 12 years of experience in the finance industry. Teri Stitzinger 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.
Candice Waxler (CRD# 6293974) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Dubois, PA and has over 9 years of experience in the finance industry.