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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
Zikun Cai (CRD# 6859253) is an Investment Advisor Representative working at Mml Investors Services, LLC in State College, PA and has over 5 years of experience in the finance industry.
Donald Calcagni (CRD# 4203231) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in State College, PA and has over 23 years of experience in the finance industry. Donald Calcagni 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.
Kimberli Casner (CRD# 4887751) 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.
Tracey Childers-Gummo (CRD# 2180510) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in State College, PA and has over 24 years of experience in the finance industry. Tracey Childers-Gummo 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.
Mary Chuhinka Kurtz (CRD# 2151100) is an Investment Advisor Representative working at Tlc Group Investment Advisors, LLC in State College, PA and has over 32 years of experience in the finance industry.
Ryan Claar (CRD# 5739412) 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.
Jeffery Closz (CRD# 4049691) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has over 24 years of experience in the finance industry.
Kristen Coombs (CRD# 4270127) is an Investment Advisor Representative working at Invested Advisors in State College, PA and has over 18 years of experience in the finance industry. Kristen Coombs 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.
John Corso (CRD# 4910942) 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 Corso 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.
Nina Cowart (CRD# 6483728) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in State College, PA and has over 8 years of experience in the finance industry.