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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
Robert Chess (CRD# 1174758) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Erie, PA and has over 40 years of experience in the finance industry. Robert Chess 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.
Kathryn Colvin (CRD# 5611465) is an Investment Advisor Representative working at Edward Jones in Lakewood, NY and has over 14 years of experience in the finance industry.
John Cuddihy (CRD# 1841670) is an Investment Advisor Representative working at Lpl Financial LLC in Fredonia, NY and has over 35 years of experience in the finance industry.
Timothy Dangelo (CRD# 1375975) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Jamestown, NY and has over 31 years of experience in the finance industry.
David Defazio (CRD# 1819898) is an Investment Advisor Representative working at Lincoln Investment in Erie, PA and has over 35 years of experience in the finance industry.
David Dunning (CRD# 6579665) is an Investment Advisor Representative working at Private Advisor Group, LLC in Dunkirk, NY and has over 7 years of experience in the finance industry.
Timothy Edborg (CRD# 3065265) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has over 25 years of experience in the finance industry.
Robert Fazo (CRD# 2799015) is an Investment Advisor Representative working at Primerica Advisors in Sugar Grove, PA and has over 27 years of experience in the finance industry.
Eric Ferry (CRD# 5197630) is an Investment Advisor Representative working at Next Financial Group, Inc. in Dunkirk, NY and has over 17 years of experience in the finance industry. Eric Ferry 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.
Jessica Figoli (CRD# 4275862) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Erie, PA and has over 20 years of experience in the finance industry.