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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
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.
Lauren Spigelmyer (CRD# 6592888) is an Investment Advisor Representative working at Pnc Investments in State College, PA and has over 6 years of experience in the finance industry.
James Stager (CRD# 2815482) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in State College, PA and has over 25 years of experience in the finance industry.
James Stein (CRD# 2522336) is an Investment Advisor Representative working at Lpl Financial LLC in State College, PA and has over 25 years of experience in the finance industry. James Stein 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.
George Stone (CRD# 2209882) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bellefonte, PA and has over 25 years of experience in the finance industry.
John Straub (CRD# 3155328) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has over 17 years of experience in the finance industry.
John Sulick (CRD# 841504) is an Investment Advisor Representative working at Vicus Capital, Inc. in Bellefonte, PA and has over 20 years of experience in the finance industry.
Hillary Sunderland (CRD# 5224268) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Lemont, PA and has over 17 years of experience in the finance industry.