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Distance Only Monroeville, PA
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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
Jacob Fuller (CRD# 6796217) is an Investment Advisor Representative working at Citizens Securities, Inc. in Monroeville, PA and has over 6 years of experience in the finance industry. Jacob Fuller 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.
Timothy Gardner (CRD# 4443647) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monroeville, PA and has over 22 years of experience in the finance industry.
David Gonzales (CRD# 6551767) is an Investment Advisor Representative working at Citizens Securities, Inc. in Monroeville, PA and has over 8 years of experience in the finance industry.
Galen Greiner (CRD# 1108651) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Monroeville, PA and has over 41 years of experience in the finance industry.
Lawrence Hagan (CRD# 5559613) is an Investment Advisor Representative working at Citizens Securities, Inc. in Monroeville, PA and has over 15 years of experience in the finance industry.
Bruce Haldeman (CRD# 1011284) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Monroeville, PA and has over 42 years of experience in the finance industry.
Christine Hannahs (CRD# 2358219) is an Investment Advisor Representative working at Wells Fargo Advisors in Monroeville, PA and has over 30 years of experience in the finance industry.
Laurie Harriger (CRD# 3232523) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Monroeville, PA and has over 19 years of experience in the finance industry.
Brian Heberle (CRD# 2622555) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Monroeville, PA and has over 28 years of experience in the finance industry.
Garrett Helfritch (CRD# 2604031) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monroeville, PA and has over 29 years of experience in the finance industry.