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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
Bradley Fergason (CRD# 5575995) is an Investment Advisor Representative working at Meridian Capital Management Group, Inc. in Uniontown, OH and has over 8 years of experience in the finance industry.
Kenneth Gable (CRD# 2393631) is an Investment Advisor Representative working at Mml Investors Services, LLC in Uniontown, OH and has over 25 years of experience in the finance industry.
Mario Giganti (CRD# 3133334) is an Investment Advisor Representative working at Captrust in Uniontown, OH and has over 25 years of experience in the finance industry. Mario Giganti 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.
Benjamin Grosko (CRD# 5653871) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Uniontown, OH and has over 8 years of experience in the finance industry.
Edward Grosko (CRD# 2732880) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Uniontown, OH and has over 26 years of experience in the finance industry.
William Haak (CRD# 1312634) is an Investment Advisor Representative working at Mml Investors Services, LLC in Uniontown, OH and has over 25 years of experience in the finance industry.
Glen Hahlen (CRD# 5919537) is an Investment Advisor Representative working at Captrust in Uniontown, OH and has 1 year of experience in the finance industry. Glen Hahlen 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.
Daniel Harsh (CRD# 6757630) is an Investment Advisor Representative working at Captrust in Uniontown, OH and has 1 year of experience in the finance industry. Daniel Harsh 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.
Lisa Hay CFP®, CPA, is a Lead Advisor with Cornerstone Capital Advisors, an independent, fee-only Financial Planning and Investment Advisory Firm.
Lisa 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, and agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first.
Lisa helps bring clarity to the complex world of investing, taxes, estate planning, retirement...
Nathan Hershman (CRD# 4464819) is an Investment Advisor Representative working at Edward Jones in Uniontown, OH and has over 16 years of experience in the finance industry.