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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
Joseph Trani (CRD# 6618644) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Meadville, PA and has over 6 years of experience in the finance industry.
Jessica Walters (CRD# 5279329) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Titusville, PA and has over 16 years of experience in the finance industry.
Michael Watson (CRD# 1644849) is an Investment Advisor Representative working at Edward Jones in Titusville, PA and has over 35 years of experience in the finance industry.
Daniel Williams (CRD# 6611301) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Meadville, PA and has over 8 years of experience in the finance industry.
Jennifer Williams (CRD# 5128640) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Clarion, PA and has over 14 years of experience in the finance industry.
Jonathan Williams (CRD# 5798546) is an Investment Advisor Representative working at Edward Jones in Clarion, PA and has over 13 years of experience in the finance industry.
Sandra Young (CRD# 1485121) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Seneca, PA and has over 36 years of experience in the finance industry. Sandra Young 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.
Sean Battin (CRD# 6307700) is an Investment Advisor Representative working at Lincoln Investment in Mercer, PA and has over 9 years of experience in the finance industry.
Gregory Curtis (CRD# 7236984) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Meadville, PA and has over 3 years of experience in the finance industry.
Anthony Demichele (CRD# 5598024) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Grove City, PA and has over 10 years of experience in the finance industry.