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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 Lieb (CRD# 2814807) is an Investment Advisor Representative working at Prudential Financial Planning Services in Port Matilda, PA and has over 27 years of experience in the finance industry.
Beth Loop (CRD# 2721604) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in State College, PA and has over 18 years of experience in the finance industry.
Luke Lorenz (CRD# 4078946) is an Investment Advisor Representative working at Primerica Advisors in State College, PA and has over 24 years of experience in the finance industry.
Judy Loy (CRD# 2249019) is an Investment Advisor Representative working at Nestlerode & Loy, Inc. in State College, PA and has over 31 years of experience in the finance industry.
Timothy Marshall (CRD# 4443939) is an Investment Advisor Representative working at Mariner Wealth in State College, PA and has over 22 years of experience in the finance industry.
Debra Martin (CRD# 2614024) is an Investment Advisor Representative working at Advice And Planning Services in State College, PA and has over 28 years of experience in the finance industry.
Scott Martin (CRD# 5385655) is an Investment Advisor Representative working at Mml Investors Services, LLC in State College, PA and has over 14 years of experience in the finance industry.
William Martin (CRD# 1033184) is an Investment Advisor Representative working at Mml Investors Services, LLC in State College, PA and has over 42 years of experience in the finance industry. William Martin 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.
Jeffrey McClarren (CRD# 3213838) is an Investment Advisor Representative working at Mcclarren Financial Advisors in State College, PA and has 1 year of experience in the finance industry. Jeffrey McClarren 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.
Patrick McDonough (CRD# 2099668) is an Investment Advisor Representative working at Mml Investors Services, LLC in State College, PA and has over 33 years of experience in the finance industry.