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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
Shane Heizer (CRD# 7216433) is an Investment Advisor Representative working at Cwm, LLC in Hagerstown, MD and has over 3 years of experience in the finance industry.
John Hershey (CRD# 6811506) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Hagerstown, MD and has 1 year of experience in the finance industry.
Michael Kolasa (CRD# 7182659) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Martinsburg, WV and has over 4 years of experience in the finance industry.
Brian Lantz (CRD# 7552271) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greencastle, PA and has 1 year of experience in the finance industry.
Emily Leslie (CRD# 7354834) is an Investment Advisor Representative working at Hoxton Planning & Management, LLC in Shepherdstown, WV and has 1 year of experience in the finance industry.
Shane Marrone (CRD# 6701818) is an Investment Advisor Representative working at United Brokerage Services Inc. in Shepherdstown, WV and has over 3 years of experience in the finance industry.
Ruchita Mickelsen (CRD# 7800247) is an Investment Advisor Representative working at Equitable Advisors, LLC in Martinsburg, WV and has 1 year of experience in the finance industry.
Bradley Mullins (CRD# 7789164) is an Investment Advisor Representative working at Equitable Advisors, LLC in Martinsburg, WV and has 1 year of experience in the finance industry.
Charles Nelson (CRD# 5117360) is an Investment Advisor Representative working at Advent Advisors LLC in Mercersburg, PA and has 1 year of experience in the finance industry. Charles Nelson 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.
Bruce Neterer (CRD# 7093424) is an Investment Advisor Representative working at Lpl Financial LLC in Hagerstown, MD and has 1 year of experience in the finance industry.