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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
Brian Taylor (CRD# 2067023) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Wilmington, PA and has over 33 years of experience in the finance industry. Brian Taylor 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.
Joseph Thomas (CRD# 4547838) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Castle, PA and has over 21 years of experience in the finance industry.
Clyde Tommelleo (CRD# 1606556) is an Investment Advisor Representative working at Lpl Financial LLC in New Castle, PA and has over 37 years of experience in the finance industry.
Edwin Torres (CRD# 5416439) is an Investment Advisor Representative working at Pnc Investments in Hermitage, PA and has over 8 years of experience in the finance industry.
Joseph Trani (CRD# 6618644) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Meadville, PA and has over 6 years of experience in the finance industry.
Christy Verenski (CRD# 4173333) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Castle, PA and has over 24 years of experience in the finance industry.
Jeffrey Wagner (CRD# 2665956) is an Investment Advisor Representative working at Fnb Wealth Management in Hermitage, PA and has 1 year of experience in the finance industry.
Jessica Walters (CRD# 5279329) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Titusville, PA and has over 16 years of experience in the finance industry.
Michael Watson (CRD# 1644849) is an Investment Advisor Representative working at Edward Jones in Titusville, PA and has over 35 years of experience in the finance industry.
Jeffrey Wherry (CRD# 2870003) is an Investment Advisor Representative working at Mai Capital Management, LLC in New Castle, PA and has over 27 years of experience in the finance industry. Jeffrey Wherry 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.