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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 Thomas (CRD# 1966654) is an Investment Advisor Representative working at Mariner Wealth in State College, PA and has over 29 years of experience in the finance industry. Robert Thomas 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.
Stephanie Thompson (CRD# 2065364) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in State College, PA and has over 33 years of experience in the finance industry.
Eric Toggart (CRD# 5446737) is an Investment Advisor Representative working at Mml Investors Services, LLC in State College, PA and has over 16 years of experience in the finance industry.
Terry Varner (CRD# 1077374) is an Investment Advisor Representative working at Mml Investors Services, LLC in State College, PA and has over 41 years of experience in the finance industry.
Mark Wasikonis (CRD# 1199392) is an Investment Advisor Representative working at Mml Investors Services, LLC in State College, PA and has over 40 years of experience in the finance industry.
Jeffrey Weatherford (CRD# 6764049) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has over 7 years of experience in the finance industry.
Lisa Weaver (CRD# 2557637) is an Investment Advisor Representative working at World Capital Advisors, LLC in State College, PA and has 1 year of experience in the finance industry.
Michael Weaverling (CRD# 2811011) is an Investment Advisor Representative working at Mml Investors Services, LLC in State College, PA and has over 27 years of experience in the finance industry.
David Whiteman (CRD# 1222049) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in State College, PA and has over 40 years of experience in the finance industry. David Whiteman 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.
Kelly Wian (CRD# 3153359) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in State College, PA and has over 19 years of experience in the finance industry.