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Distance Only Macungie, 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
Thomas Bartholomew (CRD# 1792447) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Macungie, PA and has over 36 years of experience in the finance industry.
Mark Cernese (CRD# 6060896) is an Investment Advisor Representative working at Mark Cernese & Associates in Macungie, PA and has over 11 years of experience in the finance industry.
Lewis Christman (CRD# 5419680) is an Investment Advisor Representative working at Christman Financial Advisors LLC in Macungie, PA and has over 15 years of experience in the finance industry. Lewis Christman 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.
David Coult (CRD# 2859900) is an Investment Advisor Representative working at Commonwealth Financial Network in Macungie, PA and has over 27 years of experience in the finance industry. David Coult 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.
Bruce Hillegass (CRD# 4865604) is an Investment Advisor Representative working at Avantax Advisory Services in Macungie, PA and has over 19 years of experience in the finance industry. Bruce Hillegass 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.
Jeff Lanscek (CRD# 4746541) is an Investment Advisor Representative working at Commonwealth Financial Network in Macungie, PA and has over 20 years of experience in the finance industry. Jeff Lanscek 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 Miller (CRD# 5710225) is an Investment Advisor Representative working at Commonwealth Financial Network in Macungie, PA and has over 10 years of experience in the finance industry.
Stephanie Miller (CRD# 4733654) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Macungie, PA and has over 20 years of experience in the finance industry.
Julie Shickel (CRD# 2922524) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Macungie, PA and has over 26 years of experience in the finance industry. Julie Shickel 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.
Jeffrey Hegedus (CRD# 7354816) is an Investment Advisor Representative working at Commonwealth Financial Network in Macungie, PA and has over 2 years of experience in the finance industry.