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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
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 4 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.
Gene Wardo (CRD# 1738281) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Houtzdale, PA and has over 36 years of experience in the finance industry.
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.
Mary Ruth Wilson (CRD# 4973425) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Dubois, PA and has over 18 years of experience in the finance industry.
John Yount (CRD# 1932042) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Dubois, PA and has over 34 years of experience in the finance industry.
Joseph Zappia (CRD# 6709563) is an Investment Advisor Representative working at Venn Wealth & Benefit Services, LLC in Dubois, PA and has over 7 years of experience in the finance industry.
Frank Zocco (CRD# 2723564) is an Investment Advisor Representative working at Lpl Financial LLC in Brockway, PA and has over 27 years of experience in the finance industry.
David Alberts (CRD# 7751185) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubois, PA and has 1 year of experience in the finance industry.
Samuel Perrin (CRD# 7436025) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dubois, PA and has over 2 years of experience in the finance industry.