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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
Janette Jolly (CRD# 3173983) is an Investment Advisor Representative working at Good Life Advisors, LLC in Reading, PA and has over 14 years of experience in the finance industry.
Virgil Kahl (CRD# 4584831) is an Investment Advisor Representative working at Commonwealth Financial Network in Wyomissing, PA and has over 21 years of experience in the finance industry. Virgil Kahl 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.
Nidhi Kapoor (CRD# 7054490) is an Investment Advisor Representative working at Citizens Securities, Inc. in Wyomissing, PA and has over 5 years of experience in the finance industry.
Jennifer Karnoski (CRD# 4811281) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Hazleton, PA and has over 19 years of experience in the finance industry.
Richard Kaufman (CRD# 1012069) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Reading, PA and has over 41 years of experience in the finance industry.
Client reviews-
http://www.ptindirectory.com/tax-preparer-listing.cfm?cpa_dir_id=951202
-Graduated from Bloomsburg University- 2010
-State securities and insurance licenses obtained during and shortly after graduating from Bloomsburg University- 2009 and 2010
-Received and maintains CFP® designation (CERTIFIED FINANCIAL PLANNER)- 2014
-Received and maintains the IRS Annual Filing Season Program (AFSP)- 2014
-Received and maintains ChFC® designation (Chartered Financial Consultant) from the American College- 2015
Douglas Kaufman (CRD# 5679680) is an Investment Advisor...
Katherine Keck (CRD# 2961692) is an Investment Advisor Representative working at Lpl Financial LLC in Orwigsburg, PA and has over 26 years of experience in the finance industry. Katherine Keck 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.
Kevin Keith (CRD# 1453981) is an Investment Advisor Representative working at Hightower Advisors, LLC in Lebanon, PA and has over 38 years of experience in the finance industry.
Jeffrey Kelly (CRD# 3133389) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wyomissing, PA and has over 24 years of experience in the finance industry.
Jay Kemmerer (CRD# 1387729) is an Investment Advisor Representative working at Berkshire Advisors, Inc. in Wyomissing, PA and has over 38 years of experience in the finance industry.