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Distance Only New Castle, 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
Jeffrey Wherry (CRD# 2870003) is an Investment Advisor Representative working at Mai Capital Management, LLC in New Castle, PA and has over 27 years of experience in the finance industry. Jeffrey Wherry 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.
Michael Williams (CRD# 1615641) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in New Castle, PA and has over 36 years of experience in the finance industry.
Lindsay Wolf (CRD# 4665074) is an Investment Advisor Representative working at Newedge Advisors in New Castle, PA and has over 5 years of experience in the finance industry.
John Clark (CRD# 7687222) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Castle, PA and has 1 year of experience in the finance industry.
Patrick Danglidis (CRD# 7295695) is an Investment Advisor Representative working at Capital A Wealth Management in New Castle, PA and has over 2 years of experience in the finance industry.
Ronald Esposito (CRD# 7330228) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Castle, PA and has over 2 years of experience in the finance industry.
Lindsay Frabotta (CRD# 7372925) is an Investment Advisor Representative working at Capital A Wealth Management in New Castle, PA and has 1 year of experience in the finance industry.
Timothy Harrison (CRD# 7325678) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in New Castle, PA and has over 2 years of experience in the finance industry.
Robert Kwiat (CRD# 7816660) is an Investment Advisor Representative working at Edward Jones in New Castle, PA and has 1 year of experience in the finance industry.
Michele Obenauf (CRD# 3187000) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Castle, PA and has over 4 years of experience in the finance industry.