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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
John Piccolo (CRD# 6257562) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Marys, PA and has over 10 years of experience in the finance industry.
Jerad Rosendahl (CRD# 5277971) is an Investment Advisor Representative working at Lpl Financial LLC in Smethport, PA and has over 17 years of experience in the finance industry. Jerad Rosendahl 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.
Adam Truitt (CRD# 5225368) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Port Allegany, PA and has over 13 years of experience in the finance industry.
Kelly Wieder (CRD# 4405324) is an Investment Advisor Representative working at Edward Jones in Coudersport, PA and has over 6 years of experience in the finance industry.
William Boylan (CRD# 2240550) is an Investment Advisor Representative working at Edward Jones in Saint Marys, PA and has over 30 years of experience in the finance industry.
Quinn Cunningham (CRD# 7400756) is an Investment Advisor Representative working at Avantax Advisory Services in Saint Marys, PA and has over 2 years of experience in the finance industry.
Brian Green (CRD# 3122880) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Coudersport, PA and has over 25 years of experience in the finance industry.
Luke Hoffman (CRD# 6949328) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Marys, PA and has over 4 years of experience in the finance industry. Luke Hoffman 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.