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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
Simonae Lyles (CRD# 5451080) is an Investment Advisor Representative working at Storehouse Investments LLC in New Castle, PA and has over 16 years of experience in the finance industry.
Francis Magno (CRD# 2478656) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Castle, PA and has over 29 years of experience in the finance industry.
Thomas Masters (CRD# 873932) is an Investment Advisor Representative working at Private Advisor Group, LLC in New Castle, PA and has over 44 years of experience in the finance industry.
William Messner (CRD# 2597597) is an Investment Advisor Representative working at Bill Messner Contrarian Investment Advisory, LLC in New Castle, PA and has over 29 years of experience in the finance industry.
Robert Mrozek (CRD# 3193990) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Castle, PA and has over 24 years of experience in the finance industry.
Rene Ornelas (CRD# 4001473) is an Investment Advisor Representative working at Lpl Financial LLC in New Castle, PA and has over 24 years of experience in the finance industry.
Joseph Pantoja (CRD# 5185914) is an Investment Advisor Representative working at The Wealth Consulting Group in New Castle, PA and has over 17 years of experience in the finance industry.
Nicholas Perod (CRD# 3066717) is an Investment Advisor Representative working at Private Advisor Group, LLC in New Castle, PA and has over 25 years of experience in the finance industry.
Trevor Popovitch (CRD# 5067732) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Castle, PA and has over 18 years of experience in the finance industry.
Matthew Pruitt (CRD# 6801487) is an Investment Advisor Representative working at The Wealth Consulting Group in New Castle, PA and has over 6 years of experience in the finance industry. Matthew Pruitt 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.