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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
Mark Phillips (CRD# 3045866) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Warren, PA and has over 25 years of experience in the finance industry.
James Piersol (CRD# 7925825) is an Investment Advisor Representative working at Equitable Advisors, LLC in Erie, PA and has 1 year of experience in the finance industry.
John Pulice (CRD# 7380087) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Erie, PA and has 1 year of experience in the finance industry.
Matthew Simon (CRD# 7082602) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Erie, PA and has over 4 years of experience in the finance industry. Matthew Simon 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.
Nathan Slate (CRD# 6035244) is an Investment Advisor Representative working at Lincoln Investment in Lakewood, NY and has over 12 years of experience in the finance industry.
Keith Strain (CRD# 7740743) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cambridge Springs, PA and has 1 year of experience in the finance industry.
Joseph Strotman (CRD# 7358078) is an Investment Advisor Representative working at Edward Jones in Jamestown, NY and has over 3 years of experience in the finance industry.
Megan Sundberg (CRD# 7290013) is an Investment Advisor Representative working at Equitable Advisors, LLC in Erie, PA and has over 3 years of experience in the finance industry.
Russell Sutton (CRD# 7656663) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Erie, PA and has 1 year of experience in the finance industry.
Erinn Sveda (CRD# 7852676) is an Investment Advisor Representative working at Cwm, LLC in Warren, PA and has 1 year of experience in the finance industry.