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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
Kimberli Casner (CRD# 4887751) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has over 17 years of experience in the finance industry.
Sheldon Castle (CRD# 1795416) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Williamsport, PA and has over 29 years of experience in the finance industry. Sheldon Castle 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.
Tracey Childers-Gummo (CRD# 2180510) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in State College, PA and has over 24 years of experience in the finance industry. Tracey Childers-Gummo 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.
Mary Chuhinka Kurtz (CRD# 2151100) is an Investment Advisor Representative working at Tlc Group Investment Advisors, LLC in State College, PA and has over 32 years of experience in the finance industry.
Ronald Cioffi (CRD# 1391554) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Williamsport, PA and has over 38 years of experience in the finance industry.
Ryan Cioffi (CRD# 5852682) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Williamsport, PA and has over 8 years of experience in the finance industry.
Ryan Claar (CRD# 5739412) is an Investment Advisor Representative working at Advice And Planning Services in State College, PA and has over 14 years of experience in the finance industry.
Christina Cline (CRD# 5655148) is an Investment Advisor Representative working at Hudock Capital Group in Williamsport, PA and has over 12 years of experience in the finance industry.
Jeffery Closz (CRD# 4049691) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has over 24 years of experience in the finance industry.
Tracy Cole (CRD# 2329517) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsport, PA and has over 29 years of experience in the finance industry.