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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
James Curtis (CRD# 1297649) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dubois, PA and has over 33 years of experience in the finance industry.
Zachary Dippold (CRD# 5530081) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dubois, PA and has over 15 years of experience in the finance industry.
Zachary Evock (CRD# 5967550) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubois, PA and has over 12 years of experience in the finance industry.
Sherrie Ferragine (CRD# 2634458) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Marys, PA and has over 28 years of experience in the finance industry.
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.
Thomas Fledderman (CRD# 5800924) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Marys, PA and has over 12 years of experience in the finance industry.
David Geci (CRD# 4607815) is an Investment Advisor Representative working at Avantax Advisory Services in Saint Marys, PA and has over 21 years of experience in the finance industry.
Michael Georgino (CRD# 1356632) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Saint Marys, PA and has over 39 years of experience in the finance industry. Michael Georgino 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.
David Gunter (CRD# 1944121) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ridgway, PA and has over 30 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.