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Distance Only Reading, PA
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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
Michael Hyde (CRD# 3271485) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Reading, PA and has over 24 years of experience in the finance industry. Michael Hyde 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.
Janette Jolly (CRD# 3173983) is an Investment Advisor Representative working at Good Life Advisors, LLC in Reading, PA and has over 14 years of experience in the finance industry.
Richard Kaufman (CRD# 1012069) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Reading, PA and has over 41 years of experience in the finance industry.
Client reviews-
http://www.ptindirectory.com/tax-preparer-listing.cfm?cpa_dir_id=951202
-Graduated from Bloomsburg University- 2010
-State securities and insurance licenses obtained during and shortly after graduating from Bloomsburg University- 2009 and 2010
-Received and maintains CFP® designation (CERTIFIED FINANCIAL PLANNER)- 2014
-Received and maintains the IRS Annual Filing Season Program (AFSP)- 2014
-Received and maintains ChFC® designation (Chartered Financial Consultant) from the American College- 2015
Douglas Kaufman (CRD# 5679680) is an Investment Advisor...
Julie Kemp (CRD# 4556990) is an Investment Advisor Representative working at Good Life Advisors, LLC in Reading, PA and has over 20 years of experience in the finance industry. Julie Kemp 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.
Elizabeth Lauer (CRD# 2013720) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Reading, PA and has over 34 years of experience in the finance industry.
Brian Lee (CRD# 1026135) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Reading, PA and has over 42 years of experience in the finance industry.
Gene Levengood (CRD# 1442946) is an Investment Advisor Representative working at Good Life Advisors, LLC in Reading, PA and has over 37 years of experience in the finance industry.
Thomas Levy (CRD# 5410101) is an Investment Advisor Representative working at Good Life Advisors, LLC in Reading, PA and has over 16 years of experience in the finance industry.
Sheila Little (CRD# 4452678) is an Investment Advisor Representative working at Prudeo Partners, LLC in Reading, PA and has over 10 years of experience in the finance industry.