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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
Kathleen Phillips (CRD# 5536048) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Erie, PA and has over 13 years of experience in the finance industry.
Raymond Piccirillo (CRD# 2087302) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 33 years of experience in the finance industry. Raymond Piccirillo 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.
Tina Piotrowicz (CRD# 4565721) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Erie, PA and has over 21 years of experience in the finance industry.
Todd Powers (CRD# 3202188) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Erie, PA and has over 24 years of experience in the finance industry.
Eric Presogna (CRD# 7027100) is an Investment Advisor Representative working at One-up Financial LLC in Erie, PA and has 1 year of experience in the finance industry. Eric Presogna 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.
Jeffrey Presogna (CRD# 4488078) is an Investment Advisor Representative working at I.m.s. Wealth Management, LLC in Erie, PA and has over 22 years of experience in the finance industry.
Jeffrey Price (CRD# 5313954) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Erie, PA and has over 17 years of experience in the finance industry. Jeffrey Price 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 Pulling (CRD# 4207252) is an Investment Advisor Representative working at Prudential Financial Planning Services in Erie, PA and has over 23 years of experience in the finance industry.
Anthony Razzano (CRD# 5422716) is an Investment Advisor Representative working at Razzano Investment Management in Erie, PA and has 1 year of experience in the finance industry.
James Reim (CRD# 1303142) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Erie, PA and has over 39 years of experience in the finance industry.