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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
Joseph Arndt (CRD# 5759563) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wexford, PA and has over 14 years of experience in the finance industry.
Andrew Aufderheide (CRD# 5605640) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 15 years of experience in the finance industry.
Randee Baer (CRD# 6075062) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 11 years of experience in the finance industry. Randee Baer 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.
Jeffrey Bagley (CRD# 2455748) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Wexford, PA and has over 30 years of experience in the finance industry. Jeffrey Bagley 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.
Jill Baker (CRD# 4700486) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wexford, PA and has over 20 years of experience in the finance industry.
William Baker (CRD# 3002235) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Wexford, PA and has over 25 years of experience in the finance industry.
Raymond Ballantine (CRD# 1484373) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 37 years of experience in the finance industry. Raymond Ballantine 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.
Travis Barker (CRD# 5426190) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 16 years of experience in the finance industry.
Richard Bopp (CRD# 4503525) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Wexford, PA and has over 22 years of experience in the finance industry.
Thomas Boris (CRD# 5057150) is an Investment Advisor Representative working at Guardian Capital, LLC in Wexford, PA and has 1 year of experience in the finance industry.