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Distance Only Lititz, 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
Stephen Biers (CRD# 6449400) is an Investment Advisor Representative working at Edward Jones in Lititz, PA and has over 9 years of experience in the finance industry.
Ian Cassel (CRD# 4414077) is an Investment Advisor Representative working at Intelligent Fanatics Capital Management, LLC in Lititz, PA and has over 5 years of experience in the finance industry.
Collin Cossette (CRD# 4552557) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lititz, PA and has over 21 years of experience in the finance industry.
Glen Diehm (CRD# 4796642) is an Investment Advisor Representative working at Lpl Financial LLC in Lititz, PA and has over 19 years of experience in the finance industry. Glen Diehm 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.
Ryan Egan (CRD# 6683486) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lititz, PA and has over 7 years of experience in the finance industry.
Stephen Gegg (CRD# 5894471) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Lititz, PA and has over 11 years of experience in the finance industry.
Michael Hulyo (CRD# 2265496) is an Investment Advisor Representative working at Edward Jones in Lititz, PA and has over 31 years of experience in the finance industry.
Sean Indiveri (CRD# 4314362) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lititz, PA and has over 22 years of experience in the finance industry.
Patrick Kelly (CRD# 5469715) is an Investment Advisor Representative working at Aries Financial Navigators, Inc. in Lititz, PA and has over 15 years of experience in the finance industry. Patrick Kelly 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.
Justin Kratzer (CRD# 7051853) is an Investment Advisor Representative working at Brokers Financial in Lititz, PA and has over 5 years of experience in the finance industry.