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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
Joshua Miller (CRD# 4234699) is an Investment Advisor Representative working at Fnb Wealth Management in Hermitage, PA and has over 23 years of experience in the finance industry.
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.
Todd Morgan (CRD# 4918959) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Madison, OH and has over 17 years of experience in the finance industry.
George Mowrey (CRD# 1567213) is an Investment Advisor Representative working at G. Earl Mowrey & Company, L.l.c in Youngstown, OH and has over 36 years of experience in the finance industry. George Mowrey 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.
Phillip Natale (CRD# 4926227) is an Investment Advisor Representative working at Equitable Advisors, LLC in Warren, OH and has over 18 years of experience in the finance industry.
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.
Paul Orend (CRD# 4530229) is an Investment Advisor Representative working at Orend Investment Management, Inc. in Youngstown, OH and has 1 year of experience in the finance industry.