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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
Wade Root (CRD# 5906968) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Erie, PA and has over 5 years of experience in the finance industry.
Mary Schaaf (CRD# 846160) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Erie, PA and has over 35 years of experience in the finance industry.
Douglas Schutte (CRD# 1316821) is an Investment Advisor Representative working at The Ameriflex Group in Jamestown, NY and has over 39 years of experience in the finance industry.
Danny Senn (CRD# 5069446) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Jamestown, NY and has over 17 years of experience in the finance industry.
Michael Sergi (CRD# 2725489) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Erie, PA and has over 27 years of experience in the finance industry. Michael Sergi 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.
Randy Sherrick (CRD# 5444724) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Jamestown, NY and has over 16 years of experience in the finance industry.
Frank Shultz (CRD# 5760596) is an Investment Advisor Representative working at Commonwealth Financial Network in Jamestown, NY and has over 13 years of experience in the finance industry.
Ryan Smith (CRD# 5228504) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Erie, PA and has over 17 years of experience in the finance industry.
Christopher Sorce (CRD# 820111) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 39 years of experience in the finance industry. Christopher Sorce 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.
Gregory Sorce (CRD# 1062285) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 41 years of experience in the finance industry. Gregory Sorce 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.