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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
Nicholas Griffiths (CRD# 5011027) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Shamokin, PA and has over 18 years of experience in the finance industry. Nicholas Griffiths 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.
William Heckman (CRD# 2156325) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Orwigsburg, PA and has over 22 years of experience in the finance industry. William Heckman 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.
Andrew Heifer (CRD# 3028582) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Reading, PA and has over 26 years of experience in the finance industry.
Kimberly Heimbach (CRD# 4551710) is an Investment Advisor Representative working at Edward Jones in Bloomsburg, PA and has over 11 years of experience in the finance industry.
William Horan (CRD# 1411219) is an Investment Advisor Representative working at Lpl Financial LLC in Schuylkill Haven, PA and has over 21 years of experience in the finance industry.
Christopher Howell (CRD# 1699892) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bloomsburg, PA and has over 36 years of experience in the finance industry.
Donald Imler (CRD# 1425545) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Selinsgrove, PA and has over 33 years of experience in the finance industry.
Mary Jansen (CRD# 1730593) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lewisburg, PA and has over 27 years of experience in the finance industry.
Lindsay Johnson (CRD# 6937283) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Muncy, PA and has over 5 years of experience in the finance industry.
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.