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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
Inas Abas (CRD# 4330102) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Mertztown, PA and has 1 year of experience in the finance industry.
Dustin Adam (CRD# 6161273) is an Investment Advisor Representative working at Edward Jones in Fleetwood, PA and has over 11 years of experience in the finance industry.
James Adams (CRD# 1287344) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Blandon, PA and has over 39 years of experience in the finance industry. James Adams 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.
Ronald Amentler (CRD# 2215408) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hazle Township, PA and has over 32 years of experience in the finance industry.
Lynn Appelman (CRD# 1209925) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Bloomsburg, PA and has over 40 years of experience in the finance industry. Lynn Appelman 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.
James Aten (CRD# 1686947) is an Investment Advisor Representative working at Lpl Financial LLC in Minersville, PA and has over 26 years of experience in the finance industry.
Franklin Ator (CRD# 4216145) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hazle Township, PA and has over 21 years of experience in the finance industry.
Matthew Beagle (CRD# 5170364) is an Investment Advisor Representative working at Lpl Financial LLC in Bloomsburg, PA and has over 17 years of experience in the finance industry. Matthew Beagle 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.
Roger Berger (CRD# 3267364) is an Investment Advisor Representative working at Lpl Financial LLC in Lehighton, PA and has over 24 years of experience in the finance industry.
Richard Bertuola (CRD# 4135942) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mcadoo, PA and has over 24 years of experience in the finance industry.