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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
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.
Keith Delacour (CRD# 5247521) is an Investment Advisor Representative working at Edward Jones in Smethport, PA and has over 16 years of experience in the finance industry.
Paula Derwick (CRD# 2079152) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 33 years of experience in the finance industry. Paula Derwick 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.
Timothy Hall (CRD# 6890475) is an Investment Advisor Representative working at Commonwealth Financial Network in Olean, NY and has over 5 years of experience in the finance industry.
Daniel Halle (CRD# 2723463) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Warren, PA and has over 27 years of experience in the finance industry.
Donna Hollenbeck (CRD# 1484961) is an Investment Advisor Representative working at Edward Jones in Bradford, PA and has over 37 years of experience in the finance industry. Donna Hollenbeck 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.
Patrick Hollenbeck (CRD# 6849529) is an Investment Advisor Representative working at Edward Jones in Olean, NY and has over 6 years of experience in the finance industry.
Timothy Holter (CRD# 2107013) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warren, PA and has over 33 years of experience in the finance industry.
John Irving (CRD# 2309725) is an Investment Advisor Representative working at Mml Investors Services, LLC in Olean, NY and has over 31 years of experience in the finance industry.
Kelly Lent-Paul (CRD# 2971949) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 26 years of experience in the finance industry. Kelly Lent-Paul 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.