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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
Rencheng Cui (CRD# 5830416) is an Investment Advisor Representative working at Pnc Investments in Waterford, PA and has over 13 years of experience in the finance industry.
Timothy Demay (CRD# 5025712) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Fowler, OH and has over 18 years of experience in the finance industry.
Douglas Emery (CRD# 2799071) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vienna, OH and has over 25 years of experience in the finance industry.
Todd Erdos (CRD# 5983980) is an Investment Advisor Representative working at Edward Jones in Meadville, PA and has over 12 years of experience in the finance industry.
Andrew Eshelman (CRD# 6045975) is an Investment Advisor Representative working at Edward Jones in Greenville, PA and has over 11 years of experience in the finance industry.
Paul Finch (CRD# 2614873) is an Investment Advisor Representative working at Lpl Financial LLC in Cortland, OH and has over 27 years of experience in the finance industry. Paul Finch 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 Glink (CRD# 5607927) is an Investment Advisor Representative working at Lpl Financial LLC in Jefferson, OH and has over 15 years of experience in the finance industry.
Carolyn Hauser (CRD# 4337446) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Meadville, PA and has over 14 years of experience in the finance industry.
Joseph Henegan (CRD# 1488602) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, PA and has over 37 years of experience in the finance industry. Joseph Henegan 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.
Zachary Henegan (CRD# 6516748) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, PA and has over 6 years of experience in the finance industry.