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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
Lewis Rosa (CRD# 4075984) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hermitage, PA and has over 24 years of experience in the finance industry.
Louis Sanchez (CRD# 4336304) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Meadville, PA and has over 23 years of experience in the finance industry.
Gregory Sankey (CRD# 5414030) is an Investment Advisor Representative working at Lincoln Investment in Mercer, PA and has over 15 years of experience in the finance industry. Gregory Sankey 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.
Shawn Sauerwein (CRD# 4464506) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Castle, PA and has over 19 years of experience in the finance industry. Shawn Sauerwein 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.
Lee Schmidt (CRD# 1795621) is an Investment Advisor Representative working at Edward Jones in Hermitage, PA and has over 27 years of experience in the finance industry.
Richard Seidel (CRD# 2682518) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Meadville, PA and has over 28 years of experience in the finance industry.
Matthew Shack (CRD# 5391260) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hermitage, PA and has over 16 years of experience in the finance industry.
Randy Shaffer (CRD# 1819955) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Conneaut Lake, PA and has over 23 years of experience in the finance industry. Randy Shaffer 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.
Brittany Shaker (CRD# 5173371) is an Investment Advisor Representative working at Newedge Advisors in New Castle, PA and has over 15 years of experience in the finance industry. Brittany Shaker 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.
Lori Sibble (CRD# 4002311) is an Investment Advisor Representative working at Edward Jones in Seneca, PA and has over 24 years of experience in the finance industry.