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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
Megan Schmucker (CRD# 7766565) is an Investment Advisor Representative working at Morgan Stanley in Canfield, OH and has 1 year of experience in the finance industry.
Gavin Trebilcock (CRD# 6519936) is an Investment Advisor Representative working at Grail Capital LLC in Canfield, OH and has over 7 years of experience in the finance industry.
Elizabeth Van Dyke (CRD# 6670437) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Canfield, OH and has over 3 years of experience in the finance industry.
Kelly Vinopal (CRD# 7843573) is an Investment Advisor Representative working at Gem-young Wealth Advisors, LLC in Canfield, OH and has 1 year of experience in the finance industry.
Jack Alpern (CRD# 4557403) is an Investment Advisor Representative working at Essential Financial Planning, Inc. in Warren, OH and has over 24 years of experience in the finance industry.
Richard Angott (CRD# 2910271) is an Investment Advisor Representative working at Avantax Advisory Services in Hermitage, PA and has over 26 years of experience in the finance industry.
Tod Arbutina (CRD# 3068276) is an Investment Advisor Representative working at Three Cord True Wealth Management, LLC in Beaver, PA and has over 25 years of experience in the finance industry. Tod Arbutina 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.
Jon Arnold (CRD# 4299647) is an Investment Advisor Representative working at Rockport Wealth Advisors in Youngstown, OH and has over 19 years of experience in the finance industry.
Robert Asmus (CRD# 8256) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hermitage, PA and has over 40 years of experience in the finance industry.