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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
Robert Morris (CRD# 4396938) is an Investment Advisor Representative working at Rwm Asset Management, LLC in New Bloomfield, PA and has over 16 years of experience in the finance industry.
Robert Morris (CRD# 2942981) is an Investment Advisor Representative working at Rwm Asset Management, LLC in New Bloomfield, PA and has over 20 years of experience in the finance industry.
Brian Hummel (CRD# 4451897) is an Investment Advisor Representative working at Infinex Investments, Inc. in New Bloomfield, PA and has over 16 years of experience in the finance industry.
Steven Spong (CRD# 1477959) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Harrisburg, PA and has over 31 years of experience in the finance industry. Steven Spong 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.
Jonathan McKinzie (CRD# 5954282) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Camp Hill, PA and has over 5 years of experience in the finance industry.
I provide comprehensive investment and wealth management services to individuals and families. My primary function is managing investment portfolios, but I also provide a wide range of financial planning and wealth management services.
Red Wave Investments manages accounts by investing in individual stocks and bonds using a value investment philosophy. Value investing involves fundamental financial and qualitative analysis of companies and I seek to buy securities when they are available at a price that I believe provides for an attractive return.
I work with every client to put together a plan...
Stephen Hetrick (CRD# 3057828) is an Investment Advisor Representative working at Retirement Collaborative LLC in Harrisburg, PA and has over 19 years of experience in the finance industry.
Seth Arbogast (CRD# 5070257) is an Investment Advisor Representative working at Invariant Investment Corporation in Lemoyne, PA and has over 11 years of experience in the finance industry. Seth Arbogast 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.
Corey Basehore (CRD# 2800482) is an Investment Advisor Representative working at Mml Investors Services, LLC in Camp Hill, PA and has over 21 years of experience in the finance industry.
Michael Benkovic (CRD# 4878510) is an Investment Advisor Representative working at Private Advisor Group, LLC in Harrisburg, PA and has over 13 years of experience in the finance industry. Michael Benkovic 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.