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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
Nathan Smith (CRD# 6396533) is an Investment Advisor Representative working at Lpl Financial LLC in Jefferson, OH and has over 9 years of experience in the finance industry.
Matthew Stearns (CRD# 6775942) is an Investment Advisor Representative working at Brookhouse Advisors in Meadville, PA and has over 6 years of experience in the finance industry. Matthew Stearns 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.
Meghan Stone (CRD# 5491380) is an Investment Advisor Representative working at Pnc Investments in Meadville, PA and has over 15 years of experience in the finance industry.
Joseph Trani (CRD# 6618644) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Meadville, PA and has over 6 years of experience in the finance industry.
Chad Vavpetic (CRD# 5118842) is an Investment Advisor Representative working at Equitable Advisors, LLC in Jefferson, OH and has over 17 years of experience in the finance industry.
Daniel Williams (CRD# 6611301) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Meadville, PA and has over 8 years of experience in the finance industry.
James Williams (CRD# 1073052) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Franklin, PA and has over 41 years of experience in the finance industry.
Ryan Wilson (CRD# 6439346) is an Investment Advisor Representative working at Edward Jones in North Kingsville, OH and has over 9 years of experience in the finance industry.
Donald Barzak (CRD# 6298541) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Cortland, OH and has over 3 years of experience in the finance industry.
Gregory Curtis (CRD# 7236984) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Meadville, PA and has over 3 years of experience in the finance industry.