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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
William Chapman (CRD# 2598701) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bradford, PA and has over 28 years of experience in the finance industry. William Chapman 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.
Mark Clarke (CRD# 6251034) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Buffalo, NY and has over 9 years of experience in the finance industry.
David Close (CRD# 1793128) is an Investment Advisor Representative working at Gladstone Wealth Partners in Warren, PA and has over 36 years of experience in the finance industry.
Miranda Collingwood (CRD# 5110217) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, PA and has over 17 years of experience in the finance industry.
Kathryn Colvin (CRD# 5611465) is an Investment Advisor Representative working at Edward Jones in Lakewood, NY and has over 14 years of experience in the finance industry.
John Cuddihy (CRD# 1841670) is an Investment Advisor Representative working at Lpl Financial LLC in Fredonia, NY and has over 35 years of experience in the finance industry.
Timothy Dangelo (CRD# 1375975) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Jamestown, NY and has over 30 years of experience in the finance industry.
Laura Dealy (CRD# 2292722) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Springville, NY and has over 31 years of experience in the finance industry.
David Dunning (CRD# 6579665) is an Investment Advisor Representative working at Private Advisor Group, LLC in Dunkirk, NY and has over 7 years of experience in the finance industry.
Timothy Edborg (CRD# 3065265) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has over 25 years of experience in the finance industry.