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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
Lorri Mabee (CRD# 4900780) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has over 9 years of experience in the finance industry.
Richard Makowski (CRD# 7326708) is an Investment Advisor Representative working at Evident Financial in Erie, PA and has over 3 years of experience in the finance industry. Richard Makowski 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.
Stacey Margraves (CRD# 7049753) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Erie, PA and has over 4 years of experience in the finance industry.
Robert Martin (CRD# 3042755) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North East, PA and has over 26 years of experience in the finance industry.
Steven Martin (CRD# 6315148) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waterford, PA and has over 8 years of experience in the finance industry.
James Masone (CRD# 7839161) is an Investment Advisor Representative working at Milestone Asset Management, LLC in Erie, PA and has 1 year of experience in the finance industry.
Steven Mattern (CRD# 7238443) is an Investment Advisor Representative working at Esi Financial Advisors in Erie, PA and has over 4 years of experience in the finance industry.
Nathan Miller (CRD# 7610438) is an Investment Advisor Representative working at Equitable Advisors, LLC in Erie, PA and has 1 year of experience in the finance industry.
Timothy Moreland (CRD# 3007421) is an Investment Advisor Representative working at Lpl Financial LLC in Erie, PA and has over 26 years of experience in the finance industry.
Alexander Morgan (CRD# 7117597) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Erie, PA and has over 2 years of experience in the finance industry.