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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
Ryan Mostyn (CRD# 6338992) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in State College, PA and has over 9 years of experience in the finance industry.
Thomas Muldoon (CRD# 4419935) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in State College, PA and has over 22 years of experience in the finance industry.
Kevin Munnell (CRD# 2770430) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Bellefonte, PA and has over 25 years of experience in the finance industry. Kevin Munnell 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.
James Naylor (CRD# 2119423) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lewistown, PA and has over 33 years of experience in the finance industry. James Naylor 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.
David Neumann (CRD# 6290456) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Altoona, PA and has over 10 years of experience in the finance industry.
Jennifer Newman (CRD# 3129930) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has over 23 years of experience in the finance industry.
Rubin Nichols (CRD# 4455913) is an Investment Advisor Representative working at Financial Abundance, Inc. in State College, PA and has over 22 years of experience in the finance industry.
Kenneth Noll (CRD# 2018045) is an Investment Advisor Representative working at Next Financial Group, Inc. in Altoona, PA and has over 34 years of experience in the finance industry. Kenneth Noll 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.
Theodore Oyler (CRD# 2977750) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in State College, PA and has over 26 years of experience in the finance industry. Theodore Oyler 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.
Janet Palmatier (CRD# 4595918) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in State College, PA and has over 21 years of experience in the finance industry.