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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
Gary Moyer (CRD# 7083581) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Huntingdon, PA and has over 5 years of experience in the finance industry.
James Naylor (CRD# 2119423) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lewistown, PA and has over 33 years of experience in the finance industry. James Naylor 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.
Paul Nuss (CRD# 2718590) is an Investment Advisor Representative working at Next Financial Group, Inc. in Martinsburg, PA and has over 28 years of experience in the finance industry.
Phyllis Nye (CRD# 1967359) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Shippensburg, PA and has over 31 years of experience in the finance industry. Phyllis Nye 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.
Malcolm Parks (CRD# 1900191) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Milroy, PA and has over 35 years of experience in the finance industry.
Ethan Quirin (CRD# 5630137) is an Investment Advisor Representative working at Next Financial Group, Inc. in Malvern, PA and has over 15 years of experience in the finance industry.
Paul Savini (CRD# 4445908) is an Investment Advisor Representative working at Viable in Malvern, PA and has over 22 years of experience in the finance industry. Paul Savini 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.
Benjamin Schmid (CRD# 5355502) is an Investment Advisor Representative working at Ketwich Capital LLC in Malvern, PA and has over 15 years of experience in the finance industry. Benjamin Schmid 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.
Johan Scholdstrom (CRD# 2110071) is an Investment Advisor Representative working at Commonwealth Financial Network in Malvern, PA and has over 33 years of experience in the finance industry.
Preston Sharp (CRD# 4258305) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Belleville, PA and has over 23 years of experience in the finance industry.