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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
Ryan Oestreich (CRD# 5575545) is an Investment Advisor Representative working at Mml Investors Services, LLC in Center Valley, PA and has over 15 years of experience in the finance industry.
Michael Okeefe (CRD# 2682030) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Center Valley, PA and has over 28 years of experience in the finance industry.
Deborah Peters (CRD# 4741190) is an Investment Advisor Representative working at Capital Planning Wealth Management in Center Valley, PA and has over 20 years of experience in the finance industry.
Gary Plessl (CRD# 4136017) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Center Valley, PA and has over 24 years of experience in the finance industry. Gary Plessl 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.
Robert Price (CRD# 367772) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Center Valley, PA and has over 36 years of experience in the finance industry.
Karl Reed (CRD# 1339921) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Center Valley, PA and has over 39 years of experience in the finance industry.
Lawrence Reitars (CRD# 3226121) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Center Valley, PA and has over 24 years of experience in the finance industry.
Henry Saur (CRD# 3268950) is an Investment Advisor Representative working at Advice And Planning Services in Center Valley, PA and has over 24 years of experience in the finance industry.
Lori Sawka (CRD# 3256454) is an Investment Advisor Representative working at Mml Investors Services, LLC in Center Valley, PA and has over 23 years of experience in the finance industry.
Melissa Seitchek (CRD# 6098916) is an Investment Advisor Representative working at Advice And Planning Services in Center Valley, PA and has over 11 years of experience in the finance industry.