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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
Melvin Roberts (CRD# 3136414) is an Investment Advisor Representative working at Mml Investors Services, LLC in Woodland, PA and has over 25 years of experience in the finance industry.
Frederic Rousselin (CRD# 4125701) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Port Matilda, PA and has over 18 years of experience in the finance industry.
Jordan Russell (CRD# 6983565) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Dubois, PA and has over 5 years of experience in the finance industry. Jordan Russell 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.
Marissa Sheffer (CRD# 6908035) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Dubois, PA and has over 5 years of experience in the finance industry. Marissa Sheffer 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.
Frank Sherick (CRD# 4204239) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clearfield, PA and has over 23 years of experience in the finance industry.
Brian Simanski (CRD# 6444174) is an Investment Advisor Representative working at Next Financial Group, Inc. in Patton, PA and has over 8 years of experience in the finance industry.
Marina Stephens (CRD# 6041747) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Patton, PA and has over 11 years of experience in the finance industry.
Gene Wardo (CRD# 1738281) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Houtzdale, PA and has over 36 years of experience in the finance industry.
Candice Waxler (CRD# 6293974) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Dubois, PA and has over 10 years of experience in the finance industry.
Mary Ruth Wilson (CRD# 4973425) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Dubois, PA and has over 18 years of experience in the finance industry.