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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
Benjamin Reiter (CRD# 5548562) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Erie, PA and has over 15 years of experience in the finance industry.
Liliane Ribeiro (CRD# 3068869) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Erie, PA and has over 18 years of experience in the finance industry.
Steven Rinn (CRD# 4560632) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 20 years of experience in the finance industry. Steven Rinn 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.
Eric Robbins (CRD# 4606856) is an Investment Advisor Representative working at Robbins Wealth Management in Erie, PA and has over 21 years of experience in the finance industry. Eric Robbins 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.
James Robbins (CRD# 1133425) is an Investment Advisor Representative working at Robbins Wealth Management in Erie, PA and has over 41 years of experience in the finance industry. James Robbins 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.
Wade Root (CRD# 5906968) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Erie, PA and has over 5 years of experience in the finance industry.
Dean Scalise (CRD# 4653681) is an Investment Advisor Representative working at Scalise Financial Advisors Inc. in Erie, PA and has over 20 years of experience in the finance industry.
Mary Schaaf (CRD# 846160) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Erie, PA and has over 35 years of experience in the finance industry.
Craig Schwegman (CRD# 2603606) is an Investment Advisor Representative working at Edward Jones in Erie, PA and has over 28 years of experience in the finance industry.
Michael Sergi (CRD# 2725489) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Erie, PA and has over 28 years of experience in the finance industry. Michael Sergi 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.