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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
Thomas Fledderman (CRD# 5800924) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Marys, PA and has over 12 years of experience in the finance industry.
David Geci (CRD# 4607815) is an Investment Advisor Representative working at Avantax Advisory Services in Saint Marys, PA and has over 21 years of experience in the finance industry.
Michael Georgino (CRD# 1356632) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Saint Marys, PA and has over 39 years of experience in the finance industry. Michael Georgino 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.
David Gunter (CRD# 1944121) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ridgway, PA and has over 30 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.
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.
Thomas Launer (CRD# 6424071) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Marys, PA and has over 8 years of experience in the finance industry.
Lourdes Lopez (CRD# 5330761) is an Investment Advisor Representative working at Primerica Advisors in Sugar Grove, PA and has over 16 years of experience in the finance industry.
Linda Maley (CRD# 2512319) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bradford, PA and has over 29 years of experience in the finance industry. Linda Maley 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.