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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
Donald Montgomery (CRD# 5771892) 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.
Cody Morris (CRD# 7012995) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mechanicsburg, PA and has over 5 years of experience in the finance industry.
Richard Morrison (CRD# 2802235) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mechanicsburg, PA and has over 27 years of experience in the finance industry.
Derek Mosley (CRD# 6020464) is an Investment Advisor Representative working at Lifeguide Financial Advisors, LLC in Mechanicsburg, PA and has over 10 years of experience in the finance industry. Derek Mosley 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.
Aleesha Moyer (CRD# 6534018) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mechanicsburg, PA and has over 7 years of experience in the finance industry.
David Nau (CRD# 4838934) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mechanicsburg, PA and has over 19 years of experience in the finance industry.
Stefan Niculae (CRD# 4342401) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mechanicsburg, PA and has over 22 years of experience in the finance industry.
David Noggle (CRD# 5864626) is an Investment Advisor Representative working at Guardian Asset Advisors, LLC in Mechanicsburg, PA and has over 13 years of experience in the finance industry.
Deborah Pajak (CRD# 4065919) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mechanicsburg, PA and has over 24 years of experience in the finance industry. Deborah Pajak 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.
Colby Perkins (CRD# 2455819) is an Investment Advisor Representative working at 2adapt Investment Advisory, LLC in Mechanicsburg, PA and has over 30 years of experience in the finance industry.