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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
Zachary Stere (CRD# 5513529) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Huntingdon, PA and has over 14 years of experience in the finance industry.
Jo Swope (CRD# 2950993) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Huntingdon, PA and has over 26 years of experience in the finance industry.
Joseph Tabella (CRD# 4222799) is an Investment Advisor Representative working at Principal Securities, Inc. in Malvern, PA and has over 23 years of experience in the finance industry.
Randall Taylor (CRD# 5428482) is an Investment Advisor Representative working at Lincoln Investment in Shippensburg, PA and has over 16 years of experience in the finance industry.
Stephen Troutman (CRD# 4747105) is an Investment Advisor Representative working at Troutman Wealth Management in Malvern, PA and has over 19 years of experience in the finance industry. Stephen Troutman 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.
Derek Vogt (CRD# 2584006) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Malvern, PA and has over 28 years of experience in the finance industry. Derek Vogt 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.
Matthew Walters (CRD# 5604042) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lewistown, PA and has over 15 years of experience in the finance industry.
Alan Weiss (CRD# 4668423) is an Investment Advisor Representative working at Dynamic Investment Strategies, Inc. in Malvern, PA and has over 21 years of experience in the finance industry.
Scott West (CRD# 2095791) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Malvern, PA and has over 10 years of experience in the finance industry.
Victor Yoder (CRD# 4830819) is an Investment Advisor Representative working at Edward Jones in Burnham, PA and has over 19 years of experience in the finance industry.