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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
Lori Allegretto (CRD# 2210454) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Canfield, OH and has over 31 years of experience in the finance industry. Lori Allegretto 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.
Jack Alpern (CRD# 4557403) is an Investment Advisor Representative working at Essential Financial Planning, Inc. in Warren, OH and has over 24 years of experience in the finance industry.
Richard Angott (CRD# 2910271) is an Investment Advisor Representative working at Avantax Advisory Services in Hermitage, PA and has over 26 years of experience in the finance industry.
Jon Arnold (CRD# 4299647) is an Investment Advisor Representative working at Rockport Wealth Advisors in Youngstown, OH and has over 19 years of experience in the finance industry.
Robert Asmus (CRD# 8256) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hermitage, PA and has over 40 years of experience in the finance industry.
Brian Austalosh (CRD# 6801515) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Canfield, OH and has over 5 years of experience in the finance industry.
Bruce Averback (CRD# 705997) is an Investment Advisor Representative working at Thurston Springer Advisors in Youngstown, OH and has over 43 years of experience in the finance industry.
Charles Baker (CRD# 862145) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Canfield, OH and has over 39 years of experience in the finance industry.
Robert Barnes (CRD# 1696047) is an Investment Advisor Representative working at Lpl Financial LLC in Orwell, OH and has over 28 years of experience in the finance industry.