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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
Lisa Morgan (CRD# 5544830) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Erie, PA and has over 14 years of experience in the finance industry.
Daniel Mulligan (CRD# 7015141) is an Investment Advisor Representative working at Equitable Advisors, LLC in Erie, PA and has over 5 years of experience in the finance industry.
Daniel Mulligan V (CRD# 7110923) is an Investment Advisor Representative working at Equitable Advisors, LLC in Erie, PA and has over 5 years of experience in the finance industry.
Chelsea Nelson (CRD# 6013145) is an Investment Advisor Representative working at Edward Jones in Erie, PA and has 1 year of experience in the finance industry.
Elijah Nelson (CRD# 7568952) is an Investment Advisor Representative working at Edward Jones in North East, PA and has 1 year of experience in the finance industry.
Mark Nelson (CRD# 2732878) is an Investment Advisor Representative working at Park Avenue Securities LLC in Jamestown, NY and has over 28 years of experience in the finance industry.
Daniel Overcash (CRD# 354430) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Jamestown, NY and has over 39 years of experience in the finance industry. Daniel Overcash 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.
Karla Paris (CRD# 6643944) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Erie, PA and has over 4 years of experience in the finance industry.
Kristie Jo Peppy (CRD# 3009499) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has over 26 years of experience in the finance industry.
Erin Phelps (CRD# 7503086) is an Investment Advisor Representative working at Equitable Advisors, LLC in Erie, PA and has over 2 years of experience in the finance industry.