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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
Brandon Fresch (CRD# 6492356) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Erie, PA and has over 8 years of experience in the finance industry.
Sarah Garnica-Saldana (CRD# 7393152) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has 1 year of experience in the finance industry.
Alexander Grace (CRD# 7590368) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has 1 year of experience in the finance industry.
Evan Grey (CRD# 7727020) is an Investment Advisor Representative working at Grey Private Capital in Jamestown, NY and has 1 year of experience in the finance industry. Evan Grey 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.
Michael Guelcher (CRD# 7535729) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Erie, PA and has 1 year of experience in the finance industry.
Elisabeth Hall (CRD# 5315545) is an Investment Advisor Representative working at Park Avenue Securities LLC in Bemus Point, NY and has over 17 years of experience in the finance industry.
Eric Harvey (CRD# 6579728) is an Investment Advisor Representative working at Park Avenue Securities LLC in Jamestown, NY and has over 8 years of experience in the finance industry.
Daniel Hocking (CRD# 1346641) is an Investment Advisor Representative working at Newedge Advisors in Jamestown, NY and has over 30 years of experience in the finance industry.
Tanya Hoffman (CRD# 6269026) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, PA and has over 8 years of experience in the finance industry.
Charles Holt (CRD# 6945581) is an Investment Advisor Representative working at Edward Jones in Erie, PA and has over 4 years of experience in the finance industry.