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Distance Metro area (25 miles)
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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
Frederic Rousselin (CRD# 4125701) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Port Matilda, PA and has over 18 years of experience in the finance industry.
Susan Rumbaugh (CRD# 3149340) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in State College, PA and has over 24 years of experience in the finance industry.
Amy Sanor (CRD# 5900690) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has over 12 years of experience in the finance industry. Amy Sanor 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.
Daryl Schafer (CRD# 4477343) is an Investment Advisor Representative working at Lpl Financial LLC in Boalsburg, PA and has over 22 years of experience in the finance industry.
John Schaffer (CRD# 6291332) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has 1 year of experience in the finance industry.
Debra Seaward (CRD# 3078123) is an Investment Advisor Representative working at Financial Abundance, Inc. in State College, PA and has over 25 years of experience in the finance industry.
David Seibel (CRD# 3088782) is an Investment Advisor Representative working at Securities America Advisors, Inc. in State College, PA and has over 25 years of experience in the finance industry.
Preston Sharp (CRD# 4258305) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Belleville, PA and has over 23 years of experience in the finance industry.
Matthew Shetler (CRD# 5177632) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in State College, PA and has over 16 years of experience in the finance industry.
Jerrod Smith (CRD# 5554763) is an Investment Advisor Representative working at Advice And Planning Services in State College, PA and has over 14 years of experience in the finance industry.