-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Marielise Fraioli (CRD# 7468209) is an Investment Advisor Representative working at Edward Jones in Mcmurray, PA and has 1 year of experience in the finance industry.
Sophia Hudson (CRD# 7259985) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has 1 year of experience in the finance industry. Sophia Hudson 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.
Karen Iannucci (CRD# 7167045) is an Investment Advisor Representative working at Ilg Private Wealth, Inc. in Mcmurray, PA and has over 4 years of experience in the finance industry.
Natasha Jativa (CRD# 6436361) is an Investment Advisor Representative working at Citizens Securities, Inc. in Mcmurray, PA and has over 8 years of experience in the finance industry.
Morgan Lee (CRD# 6972118) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 4 years of experience in the finance industry.
Jared Meek (CRD# 7308326) is an Investment Advisor Representative working at Edward Jones in Mcmurray, PA and has over 3 years of experience in the finance industry.
Katherine Montagazzi (CRD# 6958578) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 4 years of experience in the finance industry. Katherine Montagazzi 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.
Melissa Pirosko (CRD# 7463903) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 2 years of experience in the finance industry.
Nicklaus Proud (CRD# 7284133) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 3 years of experience in the finance industry.
Sean Stevenson (CRD# 6901774) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 2 years of experience in the finance industry. Sean Stevenson 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.