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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
David Rich (CRD# 1744908) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monroeville, PA and has over 36 years of experience in the finance industry.
William Riley (CRD# 2096405) is an Investment Advisor Representative working at Wells Fargo Advisors in Monroeville, PA and has over 33 years of experience in the finance industry.
Paul Rossi (CRD# 2655112) is an Investment Advisor Representative working at Rossi Financial Associates, Inc. in Monroeville, PA and has over 28 years of experience in the finance industry. Paul Rossi 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.
Jeffrey Ruffing (CRD# 4504046) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Monroeville, PA and has over 12 years of experience in the finance industry.
Norman Santori (CRD# 873209) is an Investment Advisor Representative working at Santori & Peters in Monroeville, PA and has over 40 years of experience in the finance industry. Norman Santori 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.
Shannon Schlatterer (CRD# 6795272) is an Investment Advisor Representative working at Citizens Securities, Inc. in Monroeville, PA and has over 6 years of experience in the finance industry.
Jeffrey Schlegel (CRD# 2156339) is an Investment Advisor Representative working at Fnb Wealth Management in Monroeville, PA and has over 32 years of experience in the finance industry.
Peter Scott (CRD# 2052253) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Monroeville, PA and has over 29 years of experience in the finance industry.
Leonard Silvester (CRD# 2196632) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Monroeville, PA and has over 32 years of experience in the finance industry.
Shawna Sklarsky (CRD# 6099292) is an Investment Advisor Representative working at Citizens Securities, Inc. in Monroeville, PA and has over 10 years of experience in the finance industry.