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Distance Only Mars, PA
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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
William Becker (CRD# 4039045) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mars, PA and has over 24 years of experience in the finance industry.
Eric Cownie (CRD# 4806219) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mars, PA and has over 19 years of experience in the finance industry.
Craig January (CRD# 5240166) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Mars, PA and has over 14 years of experience in the finance industry.
Chris Jordheim (CRD# 3147752) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Mars, PA and has over 9 years of experience in the finance industry.
Stephen Lucas (CRD# 2242815) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mars, PA and has over 32 years of experience in the finance industry.
Carol Mayer (CRD# 2017724) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mars, PA and has over 10 years of experience in the finance industry.
Kurt Skvarla (CRD# 5676100) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mars, PA and has over 13 years of experience in the finance industry. Kurt Skvarla 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.
Daniel Weimer (CRD# 1859854) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Mars, PA and has over 34 years of experience in the finance industry. Daniel Weimer 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.
Keith McGough (CRD# 7549708) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mars, PA and has 1 year of experience in the finance industry.
Joseph Schmitt (CRD# 7504731) is an Investment Advisor Representative working at Incline Financial Planning LLC in Mars, PA and has over 2 years of experience in the finance industry.