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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
Jeffrey Potter (CRD# 4009163) is an Investment Advisor Representative working at Verity Asset Management in Youngstown, OH and has over 19 years of experience in the finance industry.
Marc Presley (CRD# 2925516) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Youngstown, OH and has over 26 years of experience in the finance industry.
Amber Richards (CRD# 5840137) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Youngstown, OH and has 1 year of experience in the finance industry.
Kelcie Schiraldi (CRD# 6187092) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Youngstown, OH and has over 4 years of experience in the finance industry. Kelcie Schiraldi 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.
Stanley Shearer (CRD# 1323836) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Youngstown, OH and has over 28 years of experience in the finance industry.
Don Sherwood (CRD# 4516281) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Youngstown, OH and has over 21 years of experience in the finance industry.
Sean Turner (CRD# 6834447) is an Investment Advisor Representative working at Masdevallia LLC in Youngstown, OH and has over 6 years of experience in the finance industry.
Sarah Walker (CRD# 2570312) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Youngstown, OH and has over 25 years of experience in the finance industry.
Alexander Baker (CRD# 7461626) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Youngstown, OH and has 1 year of experience in the finance industry.
John Bates (CRD# 7143246) is an Investment Advisor Representative working at Commonwealth Financial Network in Youngstown, OH and has 1 year of experience in the finance industry.