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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
James Davis (CRD# 2758356) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wellsboro, PA and has over 27 years of experience in the finance industry. James Davis 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.
Ryan Oswald (CRD# 6908866) is an Investment Advisor Representative working at Edward Jones in Wellsboro, PA and has over 5 years of experience in the finance industry.
Scott Clark (CRD# 2073208) is an Investment Advisor Representative working at Lpl Financial LLC in Wellsboror, PA and has over 33 years of experience in the finance industry.
Jonathan Kravitz (CRD# 2449121) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Elmira, NY and has over 30 years of experience in the finance industry.
Edward Penner (CRD# 6693042) is an Investment Advisor Representative working at Lpl Financial LLC in Knoxville, PA and has over 7 years of experience in the finance industry.
Brian Tevlin (CRD# 3094982) is an Investment Advisor Representative working at Lpl Financial LLC in Wellsboror, PA and has over 25 years of experience in the finance industry. Brian Tevlin 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.
Stacee Harer (CRD# 6311051) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Covington, PA and has over 9 years of experience in the finance industry.
Tyler Kreger (CRD# 7554533) is an Investment Advisor Representative working at Lpl Financial LLC in Mansfield, PA and has 1 year of experience in the finance industry.