-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Laura Ahl (CRD# 5898841) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, PA and has over 10 years of experience in the finance industry.
David Close (CRD# 1793128) is an Investment Advisor Representative working at Gladstone Wealth Partners in Warren, PA and has over 36 years of experience in the finance industry.
Miranda Collingwood (CRD# 5110217) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, PA and has over 17 years of experience in the finance industry.
Lori Daff-Siggins (CRD# 4449107) is an Investment Advisor Representative working at Cwm, LLC in Warren, PA and has over 22 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.
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.
Scott Olewine (CRD# 4400544) is an Investment Advisor Representative working at Eagle Strategies LLC in Warren, PA and has over 22 years of experience in the finance industry.
John Palmieri (CRD# 2922935) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, PA and has over 24 years of experience in the finance industry.
Alicia Reed (CRD# 5439615) is an Investment Advisor Representative working at Cwm, LLC in Warren, PA and has over 14 years of experience in the finance industry.
Thomas Skelton (CRD# 6145396) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Warren, PA and has over 11 years of experience in the finance industry. Thomas Skelton 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.