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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
Eric Fehr (CRD# 4819209) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Nazareth, PA and has over 19 years of experience in the finance industry.
J Gilbert (CRD# 2313345) is an Investment Advisor Representative working at Esi Financial Advisors in Easton, PA and has over 31 years of experience in the finance industry.
Stephen Gooditis (CRD# 1800993) is an Investment Advisor Representative working at Iam Advisory LLC in Easton, PA and has over 36 years of experience in the finance industry. Stephen Gooditis 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.
Jonathan Guzman (CRD# 5906080) is an Investment Advisor Representative working at Randa Wealth Strategies in Easton, PA and has over 11 years of experience in the finance industry.
Stephen Kronick (CRD# 1145926) is an Investment Advisor Representative working at Iam Advisory LLC in Easton, PA and has over 31 years of experience in the finance industry.
Jason Lavigne (CRD# 4499856) is an Investment Advisor Representative working at Blue Water Financial LLC in Easton, PA and has over 21 years of experience in the finance industry.
Thomas McGlynn (CRD# 1139957) is an Investment Advisor Representative working at Equitable Advisors, LLC in Easton, PA and has over 15 years of experience in the finance industry.
Jacob Millen (CRD# 5954316) is an Investment Advisor Representative working at Valor Investments And Planning LLC in Easton, PA and has over 12 years of experience in the finance industry.
Eric Nichols (CRD# 4684838) is an Investment Advisor Representative working at Equitable Advisors, LLC in Easton, PA and has over 20 years of experience in the finance industry.
Joseph Parsons (CRD# 869879) is an Investment Advisor Representative working at Iam Advisory LLC in Easton, PA and has over 44 years of experience in the finance industry. Joseph Parsons 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.