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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
Matthew Stroup (CRD# 6242674) is an Investment Advisor Representative working at Lpl Financial LLC in Wellsville, NY and has over 10 years of experience in the finance industry.
Kelly Wieder (CRD# 4405324) is an Investment Advisor Representative working at Edward Jones in Coudersport, PA and has over 6 years of experience in the finance industry.
Sarah Boser (CRD# 7486602) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bradford, PA and has 1 year of experience in the finance industry.
Geralyn Gough (CRD# 4270751) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wellsville, NY and has over 23 years of experience in the finance industry. Geralyn Gough 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.
Brian Green (CRD# 3122880) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Coudersport, PA and has over 25 years of experience in the finance industry.
Deborah Jackson (CRD# 6819272) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wellsville, NY and has over 6 years of experience in the finance industry. Deborah Jackson 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.
Kyle Kirk (CRD# 7260102) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bradford, PA and has over 3 years of experience in the finance industry.
Zachary Woodel (CRD# 7617519) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bradford, PA and has 1 year of experience in the finance industry.