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Distance Only Harleysville, 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
Matthew Haraburda (CRD# 6078579) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 10 years of experience in the finance industry.
Joshua Hartline (CRD# 3037803) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harleysville, PA and has over 24 years of experience in the finance industry.
Kyle Heuchert (CRD# 7528203) is an Investment Advisor Representative working at Next Financial Group, Inc. in Harleysville, PA and has 1 year of experience in the finance industry.
Shayn Horrocks (CRD# 7497165) is an Investment Advisor Representative working at Lpl Financial LLC in Harleysville, PA and has 1 year of experience in the finance industry.
Owen Kelly (CRD# 7094863) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Harleysville, PA and has over 2 years of experience in the finance industry.
Michael Kern (CRD# 6134371) is an Investment Advisor Representative working at Next Financial Group, Inc. in Harleysville, PA and has over 11 years of experience in the finance industry.
Colleen Latchic (CRD# 4810189) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Harleysville, PA and has over 5 years of experience in the finance industry.
Michael Makaila (CRD# 7203199) is an Investment Advisor Representative working at Avantax Advisory Services in Harleysville, PA and has over 2 years of experience in the finance industry.
John Maleno (CRD# 4760994) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Harleysville, PA and has over 20 years of experience in the finance industry.
Martha Pope (CRD# 7091907) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has 1 year of experience in the finance industry. Martha Pope 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.