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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
Nancy Sparks (CRD# 1998650) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Erie, PA and has over 23 years of experience in the finance industry.
John Stockard (CRD# 4634445) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Erie, PA and has over 21 years of experience in the finance industry.
Mark Stockard (CRD# 6421283) is an Investment Advisor Representative working at Lpl Financial LLC in Erie, PA and has over 9 years of experience in the finance industry.
Darrell Stoner (CRD# 1045328) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Erie, PA and has over 37 years of experience in the finance industry.
Robert Stoner (CRD# 6106838) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Erie, PA and has over 11 years of experience in the finance industry. Robert Stoner 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.
Taylor Swanson (CRD# 4887380) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jamestown, NY and has over 18 years of experience in the finance industry.
Ana Swedberg (CRD# 1986356) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Erie, PA and has over 19 years of experience in the finance industry.
Brittany Taylor (CRD# 4599159) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 20 years of experience in the finance industry. Brittany Taylor 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.
Daniel Teed (CRD# 1539099) is an Investment Advisor Representative working at Wedgewood Investors Inc. in Erie, PA and has over 37 years of experience in the finance industry.
Daniel Teed (CRD# 1936577) is an Investment Advisor Representative working at Wedgewood Investors Inc. in Erie, PA and has over 18 years of experience in the finance industry.