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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
Nancy Bennett (CRD# 4614190) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Latrobe, PA and has 1 year of experience in the finance industry. Nancy Bennett 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.
Daniel Dunlap (CRD# 5276291) is an Investment Advisor Representative working at Mutual Advisors, LLC in Latrobe, PA and has over 16 years of experience in the finance industry.
Jessica Geary (CRD# 5927044) is an Investment Advisor Representative working at Lpl Financial LLC in Latrobe, PA and has over 9 years of experience in the finance industry.
Christopher Pakos (CRD# 3252118) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Latrobe, PA and has over 24 years of experience in the finance industry.
Anthony Slezak (CRD# 1581820) is an Investment Advisor Representative working at Lpl Financial LLC in Latrobe, PA and has over 37 years of experience in the finance industry.
William Urbanik (CRD# 4536117) is an Investment Advisor Representative working at Lpl Financial LLC in Latrobe, PA and has over 21 years of experience in the finance industry.
Peggy Vandyke (CRD# 5447361) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Latrobe, PA and has over 16 years of experience in the finance industry.
Ethan Greek (CRD# 6478944) is an Investment Advisor Representative working at Mutual Advisors, LLC in Latrobe, PA and has over 6 years of experience in the finance industry.
Scott Miller (CRD# 6226898) is an Investment Advisor Representative working at Pnc Investments in Latrobe, PA and has over 6 years of experience in the finance industry.
Tyler Pakos (CRD# 7480319) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Latrobe, PA and has over 2 years of experience in the finance industry.