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Distance Only Harrisburg, PA
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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
David Martin (CRD# 5298359) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harrisburg, PA and has over 16 years of experience in the finance industry.
Tara Mashack-Behney (CRD# 4599084) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 21 years of experience in the finance industry. Tara Mashack-Behney 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.
Joshua McCarty (CRD# 4212327) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Harrisburg, PA and has over 23 years of experience in the finance industry.
Tara McHugh-Hollister (CRD# 4946271) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Harrisburg, PA and has over 17 years of experience in the finance industry.
Phillip Miles (CRD# 1022224) is an Investment Advisor Representative working at Pennsylvania Advisory Services, Inc. in Harrisburg, PA and has over 41 years of experience in the finance industry. Phillip Miles 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.
Jason Miller (CRD# 4672088) is an Investment Advisor Representative working at Prudential Financial Planning Services in Harrisburg, PA and has over 20 years of experience in the finance industry.
Michael Miller (CRD# 6652159) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Harrisburg, PA and has over 7 years of experience in the finance industry.
Shawn Mullarkey (CRD# 5495111) is an Investment Advisor Representative working at Taylor Securities Services, Inc. in Harrisburg, PA and has over 16 years of experience in the finance industry.
Jeffrey Myers (CRD# 4595683) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has 1 year of experience in the finance industry.
Stephen Myers (CRD# 4228320) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Harrisburg, PA and has over 23 years of experience in the finance industry.