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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
Lynn Appelman (CRD# 1209925) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Bloomsburg, PA and has over 40 years of experience in the finance industry. Lynn Appelman 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 Arnold (CRD# 1568254) is an Investment Advisor Representative working at Merit Financial Advisors in Williamsport, PA and has over 37 years of experience in the finance industry.
Michael Barclay (CRD# 5768763) is an Investment Advisor Representative working at Mml Investors Services, LLC in Williamsport, PA and has over 13 years of experience in the finance industry.
Edward Barone (CRD# 4270044) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has over 23 years of experience in the finance industry.
Matthew Beagle (CRD# 5170364) is an Investment Advisor Representative working at Lpl Financial LLC in Bloomsburg, PA and has over 17 years of experience in the finance industry. Matthew Beagle 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.
Timothy Benner (CRD# 2668171) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Williamsport, PA and has over 28 years of experience in the finance industry.
Michael Bennett (CRD# 5794010) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Williamsport, PA and has over 12 years of experience in the finance industry.
David Betz (CRD# 2423285) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Sunbury, PA and has over 30 years of experience in the finance industry.
George Bierman (CRD# 1249482) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsport, PA and has over 39 years of experience in the finance industry.
Thomas Breneisen (CRD# 2359002) is an Investment Advisor Representative working at Edward Jones in Montoursville, PA and has over 30 years of experience in the finance industry.