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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
Daniel Kress (CRD# 6354259) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Erie, PA and has over 5 years of experience in the finance industry. Daniel Kress 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.
Patrick Kress (CRD# 6593669) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Erie, PA and has over 6 years of experience in the finance industry. Patrick Kress 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.
Dana Kubiak (CRD# 1888233) is an Investment Advisor Representative working at Fnb Wealth Management in Erie, PA and has over 35 years of experience in the finance industry.
Donald Kuerner (CRD# 1871749) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Erie, PA and has over 31 years of experience in the finance industry.
Jason Kuilman (CRD# 5006231) is an Investment Advisor Representative working at Equitable Advisors, LLC in Erie, PA and has over 18 years of experience in the finance industry. Jason Kuilman 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.
Christine Kujan (CRD# 2503280) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 14 years of experience in the finance industry.
Michael Langer (CRD# 1003499) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Erie, PA and has over 40 years of experience in the finance industry.
Kenneth Leach (CRD# 826383) is an Investment Advisor Representative working at Newedge Advisors in Erie, PA and has over 36 years of experience in the finance industry.
William Lillis (CRD# 809842) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Erie, PA and has over 38 years of experience in the finance industry.
Mary Lindquist (CRD# 3084361) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Erie, PA and has over 25 years of experience in the finance industry.