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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
Paul Savini (CRD# 4445908) is an Investment Advisor Representative working at Viable in Malvern, PA and has over 22 years of experience in the finance industry. Paul Savini 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.
Benjamin Schmid (CRD# 5355502) is an Investment Advisor Representative working at Ketwich Capital LLC in Malvern, PA and has over 15 years of experience in the finance industry. Benjamin Schmid 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.
Johan Scholdstrom (CRD# 2110071) is an Investment Advisor Representative working at Commonwealth Financial Network in Malvern, PA and has over 33 years of experience in the finance industry.
Preston Sharp (CRD# 4258305) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Belleville, PA and has over 23 years of experience in the finance industry.
Alfred Smith (CRD# 2084507) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chambersburg, PA and has over 33 years of experience in the finance industry.
Bruce Smith (CRD# 1639467) is an Investment Advisor Representative working at Wealthkare.com, Inc. in Mount Union, PA and has over 37 years of experience in the finance industry.
Bruce Smith (CRD# 4621620) is an Investment Advisor Representative working at Wealthkare.com, Inc. in Mount Union, PA and has over 17 years of experience in the finance industry.
Jeffrey Sollars (CRD# 4385553) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Chambersburg, PA and has over 22 years of experience in the finance industry.
Zachary Stere (CRD# 5513529) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Huntingdon, PA and has over 14 years of experience in the finance industry.
Megan Stickell (CRD# 4850657) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chambersburg, PA and has over 19 years of experience in the finance industry.