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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
Kelli Millin (CRD# 6453456) is an Investment Advisor Representative working at Equitable Advisors, LLC in Meadville, PA and has over 8 years of experience in the finance industry.
Frank Mindicino (CRD# 1002375) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sharon, PA and has over 42 years of experience in the finance industry. Frank Mindicino 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.
Douglas Nola (CRD# 4548245) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Meadville, PA and has over 21 years of experience in the finance industry.
James Oakes (CRD# 4753890) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Meadville, PA and has over 20 years of experience in the finance industry.
Matthew Oaks (CRD# 6791768) is an Investment Advisor Representative working at Simplicity Wealth in Vienna, OH and has over 7 years of experience in the finance industry.
Kevin Orsinger (CRD# 4294041) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, PA and has over 23 years of experience in the finance industry.
Diana Palmer (CRD# 4583239) is an Investment Advisor Representative working at Family Financial Planning, LLC in Cortland, OH and has over 20 years of experience in the finance industry. Diana Palmer 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.
Mark Petro (CRD# 4335772) is an Investment Advisor Representative working at Lakeland Investor Services, Inc. in Conneaut Lake, PA and has over 23 years of experience in the finance industry.
Jaymes Pew (CRD# 7003836) is an Investment Advisor Representative working at Edward Jones in Ashtabula, OH and has over 5 years of experience in the finance industry.
Bruce Phillips (CRD# 4463516) is an Investment Advisor Representative working at Lpl Financial LLC in Meadville, PA and has over 22 years of experience in the finance industry.