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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
Jeffrey Davies (CRD# 2277389) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Poland, OH and has over 19 years of experience in the finance industry.
Beth Davis (CRD# 5961126) is an Investment Advisor Representative working at Edward Jones in Freeport, PA and has over 12 years of experience in the finance industry. Beth Davis 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.
Michael Davis (CRD# 4961898) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mercer, PA and has over 18 years of experience in the finance industry.
Ian Davison (CRD# 5554778) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cranberry Township, PA and has over 14 years of experience in the finance industry.
Aaron Dayton (CRD# 6041029) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Hermitage, PA and has 1 year of experience in the finance industry. Aaron Dayton 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 Decort (CRD# 3023945) is an Investment Advisor Representative working at Pnc Investments in Seven Fields, PA and has over 26 years of experience in the finance industry.
Gregg Defilippi (CRD# 4252616) is an Investment Advisor Representative working at Edward Jones in Natrona Heights, PA and has over 23 years of experience in the finance industry. Gregg Defilippi 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.
Allison Deklewa (CRD# 4954533) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 17 years of experience in the finance industry.
Todd Delligatti (CRD# 3089741) is an Investment Advisor Representative working at Expert Financial Services, LLC in Wexford, PA and has over 25 years of experience in the finance industry.
Michael Deluca (CRD# 4428054) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Beaver Falls, PA and has over 22 years of experience in the finance industry.