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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
Daniel Fishbone (CRD# 2950193) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Dubois, PA and has over 26 years of experience in the finance industry.
David Frick (CRD# 1540023) is an Investment Advisor Representative working at Equitable Advisors, LLC in Indiana, PA and has over 37 years of experience in the finance industry.
David Frick (CRD# 6584613) is an Investment Advisor Representative working at Equitable Advisors, LLC in Indiana, PA and has over 8 years of experience in the finance industry.
Jennifer Hamilton (CRD# 5695326) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Dubois, PA and has over 11 years of experience in the finance industry. Jennifer Hamilton 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.
Terry Hartnett (CRD# 1219951) is an Investment Advisor Representative working at Mml Investors Services, LLC in Dubois, PA and has over 37 years of experience in the finance industry.
Michael Haskins (CRD# 1912672) is an Investment Advisor Representative working at Mml Investors Services, LLC in Dubois, PA and has over 34 years of experience in the finance industry.
Kathryn Ho (CRD# 5273598) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Dubois, PA and has over 16 years of experience in the finance industry. Kathryn Ho 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.
Matthew Holtz (CRD# 5291596) is an Investment Advisor Representative working at Next Financial Group, Inc. in Patton, PA and has over 15 years of experience in the finance industry.
Roy Holtz (CRD# 852946) is an Investment Advisor Representative working at Next Financial Group, Inc. in Patton, PA and has over 38 years of experience in the finance industry. Roy Holtz 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.
Robert Javens (CRD# 6348698) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dubois, PA and has over 9 years of experience in the finance industry.