-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 Riddle (CRD# 1335487) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 39 years of experience in the finance industry.
Herman Rij (CRD# 376692) is an Investment Advisor Representative working at Quadrant Private Wealth Management, LLC in Bethlehem, PA and has over 42 years of experience in the finance industry.
Jonathan Ritter (CRD# 7058863) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 5 years of experience in the finance industry. Jonathan Ritter 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 Robertson (CRD# 4537814) is an Investment Advisor Representative working at Arete Asset Management, LLC in Bethlehem, PA and has over 23 years of experience in the finance industry.
Devon began his career as a financial advisor for UBS PaineWebber in 2001 and joined Merrill Lynch in 2014. He holds Series 7 and 66 FINRA registrations. His process is focused on providing goals-based wealth management to clients. He helps clients review and consider financial goals, develop appropriate asset allocation strategies, and identify and implement wealth management recommendations best suited to their needs. Devon’s goal is to be an essential resource to his clients.
Devon is a graduate of Miami University in Oxford, Ohio. He and his wife, Deena, have two young daughters, and reside...
Timothy Roof (CRD# 4706287) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 17 years of experience in the finance industry. Timothy Roof 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 Roper (CRD# 5974739) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has 1 year of experience in the finance industry.
David Rowan (CRD# 5553570) is an Investment Advisor Representative working at Rowan Financial LLC in Bethlehem, PA and has over 15 years of experience in the finance industry. David Rowan 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.
Thomas Rutherford (CRD# 4659988) is an Investment Advisor Representative working at Albemarle Capital Management in Bethlehem, PA and has over 20 years of experience in the finance industry.
Sibyl Saager-Zekic (CRD# 1381231) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bethlehem, PA and has over 30 years of experience in the finance industry.