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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
Kevin Cooper (CRD# 5807031) is an Investment Advisor Representative working at Edward Jones in Greene, NY and has over 13 years of experience in the finance industry.
Richard Leet (CRD# 1416264) is an Investment Advisor Representative working at Vicus Capital, Inc. in Hallstead, PA and has over 38 years of experience in the finance industry. Richard Leet 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.
William Lewis (CRD# 2460208) is an Investment Advisor Representative working at Commonwealth Financial Network in Montrose, PA and has over 30 years of experience in the finance industry. William Lewis 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.
Eugene Novitski (CRD# 1679236) is an Investment Advisor Representative working at Investment Advisor Group in Hancock, NY and has over 36 years of experience in the finance industry. Eugene Novitski 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.
Christopher Price (CRD# 4468600) is an Investment Advisor Representative working at Investment Advisor Group in Hancock, NY and has over 22 years of experience in the finance industry.
Raymond Saravitz (CRD# 2379937) is an Investment Advisor Representative working at Lpl Financial LLC in Hallstead, PA and has over 30 years of experience in the finance industry.
Jill Singer (CRD# 4248522) is an Investment Advisor Representative working at Lpl Financial LLC in Kingsley, PA and has over 23 years of experience in the finance industry.
Matthew Campbell (CRD# 6039653) is an Investment Advisor Representative working at Prudential Financial Planning Services in Franklin, NY and has over 11 years of experience in the finance industry.
Timothy Carpenter (CRD# 5826283) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Montrose, PA and has over 13 years of experience in the finance industry.
Matthew Lewis (CRD# 7501123) is an Investment Advisor Representative working at Commonwealth Financial Network in Montrose, PA and has 1 year of experience in the finance industry.