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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 Barzak (CRD# 1856590) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 17 years of experience in the finance industry.
Simler Batcheler (CRD# 1171511) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 38 years of experience in the finance industry. Simler Batcheler 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.
Ahmiel Baum (CRD# 703998) is an Investment Advisor Representative working at Interchange Capital Partners in Pittsburgh, PA and has over 44 years of experience in the finance industry. Ahmiel Baum 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.
Brian Baum (CRD# 5932958) is an Investment Advisor Representative working at Interchange Capital Partners in Pittsburgh, PA and has over 11 years of experience in the finance industry. Brian Baum 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.
Craig Baum (CRD# 1951153) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mckeesport, PA and has over 33 years of experience in the finance industry. Craig Baum 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.
Nadav Baum (CRD# 1484811) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Pittsburgh, PA and has over 37 years of experience in the finance industry.
William Beale (CRD# 3001425) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsburgh, PA and has over 21 years of experience in the finance industry.
Joshua Beas (CRD# 4362624) is an Investment Advisor Representative working at Cookson Peirce Wealth Management in Pittsburgh, PA and has over 23 years of experience in the finance industry.
Regina Beatty (CRD# 1974773) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Greensburg, PA and has over 34 years of experience in the finance industry. Regina Beatty 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 Beck (CRD# 4590867) is an Investment Advisor Representative working at Elm Capital Management LLC in Pittsburgh, PA and has over 5 years of experience in the finance industry.