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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
Michael Greer (CRD# 7787735) is an Investment Advisor Representative working at Mariner Wealth in State College, PA and has 1 year of experience in the finance industry.
Brian Guglielmi (CRD# 4264515) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in State College, PA and has over 23 years of experience in the finance industry.
Minyon Heard (CRD# 4492014) is an Investment Advisor Representative working at Primerica Advisors in State College, PA and has over 21 years of experience in the finance industry.
Blair Hefkin (CRD# 7072873) is an Investment Advisor Representative working at Invested Advisors in State College, PA and has over 3 years of experience in the finance industry. Blair Hefkin 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.
Chad Hunter (CRD# 7474597) is an Investment Advisor Representative working at Edward Jones in State College, PA and has over 2 years of experience in the finance industry.
Carl Kielbasa (CRD# 7319025) is an Investment Advisor Representative working at Black Knight Wealth Management, LLC in State College, PA and has over 3 years of experience in the finance industry.
Aaron Krasney (CRD# 5925082) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has 1 year of experience in the finance industry. Aaron Krasney 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.
Clay Mactarnaghan (CRD# 6055891) is an Investment Advisor Representative working at Primerica Advisors in State College, PA and has over 4 years of experience in the finance industry.
Ann Mallison (CRD# 7202726) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has 1 year of experience in the finance industry.
Sarah Oseroff (CRD# 6725752) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in State College, PA and has over 4 years of experience in the finance industry.