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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
Stephen Trask (CRD# 1837307) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Mechanicsburg, PA and has over 35 years of experience in the finance industry.
Anastasios Trispagonas (CRD# 5754115) is an Investment Advisor Representative working at Lpl Financial LLC in Mechanicsburg, PA and has over 14 years of experience in the finance industry.
Paul Vollmar (CRD# 4839915) is an Investment Advisor Representative working at Stout Bowman in Mechanicsburg, PA and has over 19 years of experience in the finance industry.
Donald Wadsworth (CRD# 3195402) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mechanicsburg, PA and has over 25 years of experience in the finance industry.
Thomas Weber (CRD# 5754965) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mechanicsburg, PA and has over 13 years of experience in the finance industry.
Robert Whitaker (CRD# 6736962) is an Investment Advisor Representative working at Edward Jones in Mechanicsburg, PA and has over 7 years of experience in the finance industry.
Holly Whitmire (CRD# 4919583) is an Investment Advisor Representative working at Lifeguide Financial Advisors, LLC in Mechanicsburg, PA and has over 18 years of experience in the finance industry. Holly Whitmire 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.
Drew Yerger (CRD# 5534377) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mechanicsburg, PA and has over 14 years of experience in the finance industry.
Jan Zinn (CRD# 5834951) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mechanicsburg, PA and has over 5 years of experience in the finance industry.
Brennan Zizzi (CRD# 7049883) is an Investment Advisor Representative working at Zizzi Investments in Mechanicsburg, PA and has over 5 years of experience in the finance industry. Brennan Zizzi 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.