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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
Mark Petro (CRD# 4335772) is an Investment Advisor Representative working at Lakeland Investor Services, Inc. in Conneaut Lake, PA and has over 23 years of experience in the finance industry.
Randy Shaffer (CRD# 1819955) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Conneaut Lake, PA and has over 23 years of experience in the finance industry. Randy Shaffer 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.
Deborah Obenrader (CRD# 7605424) is an Investment Advisor Representative working at Edward Jones in Conneaut Lake, PA and has 1 year of experience in the finance industry.
Andrew Alexander (CRD# 5188229) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Meadville, PA and has over 17 years of experience in the finance industry.
David Astry (CRD# 5368106) 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.
Angela Bowman (CRD# 5784986) is an Investment Advisor Representative working at Huntington Financial Advisors in Jefferson, OH and has over 9 years of experience in the finance industry.
Gregory Brawn (CRD# 5693195) is an Investment Advisor Representative working at Success Wealth Management LLC in Cambridge Springs, PA and has over 14 years of experience in the finance industry.
Robert Brest (CRD# 2307089) is an Investment Advisor Representative working at Edward Jones in Meadville, PA and has over 31 years of experience in the finance industry.
Sheila Carmen (CRD# 2869452) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Meadville, PA and has over 26 years of experience in the finance industry.
Michael Conrow (CRD# 6589142) is an Investment Advisor Representative working at Edward Jones in Cortland, OH and has over 7 years of experience in the finance industry.