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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
Mark Oteri (CRD# 2648623) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lehighton, PA and has over 28 years of experience in the finance industry.
James Paddock (CRD# 2877261) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kingston, PA and has over 27 years of experience in the finance industry.
Stephen Parrish (CRD# 4324816) is an Investment Advisor Representative working at Edward Jones in Whitehall, PA and has over 17 years of experience in the finance industry.
Richard Pascoe (CRD# 1535528) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kingston, PA and has over 37 years of experience in the finance industry.
Adam Puskar (CRD# 6185575) is an Investment Advisor Representative working at Bleakley Financial Group, LLC in Whitehall, PA and has over 10 years of experience in the finance industry.
Jason Reilly (CRD# 5298644) is an Investment Advisor Representative working at Berkshire Asset Management, LLC in Wilkes-barre, PA and has over 16 years of experience in the finance industry. Jason Reilly 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.
Sean Rooney (CRD# 6490086) is an Investment Advisor Representative working at Pnc Investments in Mountain Top, PA and has over 8 years of experience in the finance industry.
Robert Rosenberg (CRD# 2669522) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wilkes-barre, PA and has over 28 years of experience in the finance industry.
Stephen Rosenthal (CRD# 2915227) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilkes-Barre, PA and has over 26 years of experience in the finance industry.
Jacob Ruggles (CRD# 4427776) is an Investment Advisor Representative working at Commonwealth Financial Network in Whitehall, PA and has over 22 years of experience in the finance industry. Jacob Ruggles 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.