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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
Toni Sacco (CRD# 4541818) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sewickley, PA and has over 19 years of experience in the finance industry.
Mark Santia (CRD# 1397575) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sewickley, PA and has over 38 years of experience in the finance industry.
Joshua Schachter (CRD# 4252292) is an Investment Advisor Representative working at Easterly Investment Partners LLC in Sewickley, PA and has over 23 years of experience in the finance industry.
Peter Schlicht (CRD# 4125729) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sewickley, PA and has over 24 years of experience in the finance industry.
Jeffrey Schmitt (CRD# 1905813) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sewickley, PA and has over 35 years of experience in the finance industry.
John Schneider (CRD# 2360548) is an Investment Advisor Representative working at Jms Capital Group Wealth Services, LLC in Sewickley, PA and has over 30 years of experience in the finance industry. John Schneider 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.
Brandon Schwan (CRD# 6097464) is an Investment Advisor Representative working at Fragasso Financial Advisors in Sewickley, PA and has over 11 years of experience in the finance industry.
Daniel Sherman (CRD# 2894273) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sewickley, PA and has over 26 years of experience in the finance industry.
Scott Shoup (CRD# 1874559) is an Investment Advisor Representative working at Vicus Capital, Inc. in Sewickley, PA and has over 35 years of experience in the finance industry. Scott Shoup 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.
Gregory Simpson (CRD# 2281029) is an Investment Advisor Representative working at Rootstock Advisors in Sewickley, PA and has over 31 years of experience in the finance industry.