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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
Luke Hoffman (CRD# 6949328) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Marys, PA and has over 4 years of experience in the finance industry. Luke Hoffman 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.
Tanya Hoffman (CRD# 6269026) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, PA and has over 8 years of experience in the finance industry.
Kyle Kirk (CRD# 7260102) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bradford, PA and has over 3 years of experience in the finance industry.
Mark Phillips (CRD# 3045866) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Warren, PA and has over 25 years of experience in the finance industry.
Jean Rusciolelli (CRD# 4188616) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ridgway, PA and has over 23 years of experience in the finance industry.
Erinn Sveda (CRD# 7852676) is an Investment Advisor Representative working at Cwm, LLC in Warren, PA and has 1 year of experience in the finance industry.
Steven Tunall (CRD# 2241552) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kane, PA and has over 11 years of experience in the finance industry.
Zachary Woodel (CRD# 7617519) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bradford, PA and has 1 year of experience in the finance industry.
Samantha Woodin (CRD# 6326046) is an Investment Advisor Representative working at Primerica Advisors in Sugar Grove, PA and has over 9 years of experience in the finance industry.