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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
Frank Zocco (CRD# 2723564) is an Investment Advisor Representative working at Lpl Financial LLC in Brockway, PA and has over 28 years of experience in the finance industry.
David Alberts (CRD# 7751185) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubois, PA and has 1 year of experience in the finance industry.
William Boylan (CRD# 2240550) is an Investment Advisor Representative working at Edward Jones in Saint Marys, PA and has over 30 years of experience in the finance industry.
Quinn Cunningham (CRD# 7400756) is an Investment Advisor Representative working at Avantax Advisory Services in Saint Marys, PA and has over 2 years of experience in the finance industry.
Luke Hoffman (CRD# 6949328) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Marys, PA and has over 4 years of experience in the finance industry. Luke Hoffman 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.
Clarence Mercatoris (CRD# 7253164) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Brookville, PA and has over 3 years of experience in the finance industry.
Nicholas Nosker (CRD# 7414975) is an Investment Advisor Representative working at Mckinley Financial in Brookville, PA and has 1 year of experience in the finance industry.
Samuel Perrin (CRD# 7436025) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dubois, PA and has over 2 years of experience in the finance industry.
Logan Reed (CRD# 7233238) is an Investment Advisor Representative working at Mckinley Financial in Brookville, PA and has over 3 years of experience in the finance industry.
Stephanie Sedor (CRD# 7186222) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dubois, PA and has over 2 years of experience in the finance industry.