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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
Lindsay Mills (CRD# 5039417) is an Investment Advisor Representative working at Hightower Advisors, LLC in Lebanon, PA and has over 17 years of experience in the finance industry.
Daniel Morrissey (CRD# 1268427) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lebanon, PA and has over 39 years of experience in the finance industry. Daniel Morrissey 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.
Thomas Poltersdorf Jr (CRD# 5778551) is an Investment Advisor Representative working at Beyond Your Exit Wealth Management in Lebanon, PA and has over 13 years of experience in the finance industry. Thomas Poltersdorf Jr 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.
Willie Sawyers (CRD# 7024276) is an Investment Advisor Representative working at Edward Jones in Lebanon, PA and has over 5 years of experience in the finance industry.
Abram Shaffner (CRD# 3247885) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lebanon, PA and has over 24 years of experience in the finance industry.
Michael Valudes (CRD# 2936888) is an Investment Advisor Representative working at Commonwealth Financial Network in Lebanon, PA and has over 26 years of experience in the finance industry.
Martin Yocum (CRD# 4421671) is an Investment Advisor Representative working at Commonwealth Financial Network in Lebanon, PA and has over 16 years of experience in the finance industry.
Jill Bingaman (CRD# 6726328) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lebanon, PA and has 1 year of experience in the finance industry.
Daniel Finnegan (CRD# 7119742) is an Investment Advisor Representative working at Edward Jones in Lebanon, PA and has over 4 years of experience in the finance industry.
Kerri Price (CRD# 6323974) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lebanon, PA and has 1 year of experience in the finance industry.