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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
Benjamin Schmid (CRD# 5355502) is an Investment Advisor Representative working at Ketwich Capital LLC in Malvern, PA and has over 15 years of experience in the finance industry. Benjamin Schmid 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.
Johan Scholdstrom (CRD# 2110071) is an Investment Advisor Representative working at Commonwealth Financial Network in Malvern, PA and has over 33 years of experience in the finance industry.
Stephen Troutman (CRD# 4747105) is an Investment Advisor Representative working at Troutman Wealth Management in Malvern, PA and has over 19 years of experience in the finance industry. Stephen Troutman 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.
Derek Vogt (CRD# 2584006) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Malvern, PA and has over 28 years of experience in the finance industry. Derek Vogt 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.
Alan Weiss (CRD# 4668423) is an Investment Advisor Representative working at Dynamic Investment Strategies, Inc. in Malvern, PA and has over 21 years of experience in the finance industry.
Scott West (CRD# 2095791) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Malvern, PA and has over 10 years of experience in the finance industry.
Benjamin Alexander (CRD# 4275229) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mcconnellsburg, PA and has over 23 years of experience in the finance industry.
Alex Bacay (CRD# 4837485) is an Investment Advisor Representative working at Cuso Financial Services, LP in Chambersburg, PA and has over 19 years of experience in the finance industry.
Daniel Baer (CRD# 4581631) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chambersburg, PA and has over 21 years of experience in the finance industry.
Stephanie Baity (CRD# 6468230) is an Investment Advisor Representative working at Alliance Financial in Carlisle, PA and has over 8 years of experience in the finance industry. Stephanie Baity 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.