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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
Mark Nelson (CRD# 2732878) is an Investment Advisor Representative working at Park Avenue Securities LLC in Jamestown, NY and has over 27 years of experience in the finance industry.
Daniel Overcash (CRD# 354430) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Jamestown, NY and has over 39 years of experience in the finance industry. Daniel Overcash 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.
Kristie Jo Peppy (CRD# 3009499) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has over 26 years of experience in the finance industry.
Mark Phillips (CRD# 3045866) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Warren, PA and has over 25 years of experience in the finance industry.
Nathan Slate (CRD# 6035244) is an Investment Advisor Representative working at Lincoln Investment in Lakewood, NY and has over 12 years of experience in the finance industry.
Joseph Strotman (CRD# 7358078) is an Investment Advisor Representative working at Edward Jones in Jamestown, NY and has over 2 years of experience in the finance industry.
Erinn Sveda (CRD# 7852676) is an Investment Advisor Representative working at Cwm, LLC in Warren, PA and has 1 year of experience in the finance industry.
Timur Tyra (CRD# 2028300) is an Investment Advisor Representative working at Key Investment Services LLC in Lakewood, NY and has over 34 years of experience in the finance industry.
Noah Weinstein (CRD# 6867829) is an Investment Advisor Representative working at The Ameriflex Group in Jamestown, NY and has over 4 years of experience in the finance industry.
Tonie Wirsen (CRD# 4373018) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has over 19 years of experience in the finance industry.