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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
Lori Allegretto (CRD# 2210454) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Canfield, OH and has over 31 years of experience in the finance industry. Lori Allegretto 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.
Dustin Anewalt (CRD# 6698577) is an Investment Advisor Representative working at Advice And Planning Services in Cranberry Township, PA and has over 7 years of experience in the finance industry.
Tod Arbutina (CRD# 3068276) is an Investment Advisor Representative working at Three Cord True Wealth Management, LLC in Beaver, PA and has over 25 years of experience in the finance industry. Tod Arbutina 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.
Jon Arnold (CRD# 4299647) is an Investment Advisor Representative working at The J. Arnold Wealth Management Company, LLC in Youngstown, OH and has over 19 years of experience in the finance industry.
Edward Aufman (CRD# 4703405) is an Investment Advisor Representative working at Aufman Associates Inc. in Sewickley, PA and has 1 year of experience in the finance industry. Edward Aufman 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.
Edward Aufman (CRD# 4331682) is an Investment Advisor Representative working at Aufman Associates Inc. in Sewickley, PA and has 1 year of experience in the finance industry. Edward Aufman 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.
James Ault (CRD# 1439447) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Beaver Falls, PA and has over 38 years of experience in the finance industry.
Brian Austalosh (CRD# 6801515) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Canfield, OH and has over 5 years of experience in the finance industry.
Bruce Averback (CRD# 705997) is an Investment Advisor Representative working at Thurston Springer Advisors in Youngstown, OH and has over 43 years of experience in the finance industry.