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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
Shawn Derrick (CRD# 6298368) is an Investment Advisor Representative working at Commonwealth Financial Network in Wellsville, NY and has over 9 years of experience in the finance industry.
Kevin Gildner (CRD# 1918654) is an Investment Advisor Representative working at Commonwealth Financial Network in Wellsville, NY and has over 34 years of experience in the finance industry. Kevin Gildner 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.
Matthew Stroup (CRD# 6242674) is an Investment Advisor Representative working at Lpl Financial LLC in Wellsville, NY and has over 10 years of experience in the finance industry.
Geralyn Gough (CRD# 4270751) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wellsville, NY and has over 23 years of experience in the finance industry. Geralyn Gough 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.
Deborah Jackson (CRD# 6819272) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wellsville, NY and has over 6 years of experience in the finance industry. Deborah Jackson 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.
Shawn Benedict (CRD# 5154457) is an Investment Advisor Representative working at Lpl Financial LLC in Olean, NY and has over 17 years of experience in the finance industry.
Lucas Burton (CRD# 5596824) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Olean, NY and has over 15 years of experience in the finance industry.
Ronald Dapolito (CRD# 2506598) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Olean, NY and has over 29 years of experience in the finance industry.
Paula Derwick (CRD# 2079152) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Olean, NY and has over 33 years of experience in the finance industry. Paula Derwick 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 Hall (CRD# 6890475) is an Investment Advisor Representative working at Commonwealth Financial Network in Olean, NY and has over 5 years of experience in the finance industry.