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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
Wilbur Shertzer (CRD# 1545552) is an Investment Advisor Representative working at Stewardship Advisors, LLC in Mount Joy, PA and has over 37 years of experience in the finance industry. Wilbur Shertzer 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.
John Simkins (CRD# 2847539) is an Investment Advisor Representative working at Stewardship Advisors, LLC in Mount Joy, PA and has over 27 years of experience in the finance industry.
Christopher Simon (CRD# 2366533) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mount Joy, PA and has over 30 years of experience in the finance industry.
Mackenzie Snader (CRD# 6708776) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Mount Joy, PA and has over 7 years of experience in the finance industry. Mackenzie Snader 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.
Thomas Talbott (CRD# 2479325) is an Investment Advisor Representative working at Stewardship Advisors, LLC in Mount Joy, PA and has over 29 years of experience in the finance industry. Thomas Talbott 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.
Joseph Adamchak (CRD# 2503103) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in York, PA and has over 29 years of experience in the finance industry.
Brandon Adams (CRD# 5372026) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 11 years of experience in the finance industry.
Jon Adams (CRD# 1255111) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in York, PA and has over 39 years of experience in the finance industry.
Benedetto Agostino (CRD# 3244566) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Camp Hill, PA and has over 24 years of experience in the finance industry.
Robert Allan (CRD# 5262146) is an Investment Advisor Representative working at Johnson & White Wealth Management LLC in York, PA and has over 17 years of experience in the finance industry.