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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
Andrew Rickard (CRD# 5896324) is an Investment Advisor Representative working at The Wealth Consulting Group in New Castle, PA and has over 12 years of experience in the finance industry.
Shawn Sauerwein (CRD# 4464506) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Castle, PA and has over 19 years of experience in the finance industry. Shawn Sauerwein 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.
Charles Simon (CRD# 424513) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Castle, PA and has over 26 years of experience in the finance industry.
Jeffrey Sonntag (CRD# 2534468) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Castle, PA and has over 28 years of experience in the finance industry.
Alexander Spiller (CRD# 6756283) 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. Alexander Spiller 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.
Mark Spring (CRD# 5402815) is an Investment Advisor Representative working at The Wealth Consulting Group in New Castle, PA and has over 16 years of experience in the finance industry.
Philip Springirth (CRD# 4906604) is an Investment Advisor Representative working at Osaic Institutions, Inc. in New Castle, PA and has over 17 years of experience in the finance industry. Philip Springirth 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.
Kenneth Thomalla (CRD# 2911497) is an Investment Advisor Representative working at The Wealth Consulting Group in New Castle, PA and has over 26 years of experience in the finance industry. Kenneth Thomalla 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.
Joseph Thomas (CRD# 4547838) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Castle, PA and has over 21 years of experience in the finance industry.
Clyde Tommelleo (CRD# 1606556) is an Investment Advisor Representative working at Lpl Financial LLC in New Castle, PA and has over 36 years of experience in the finance industry.