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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
Benjamin Payne (CRD# 4556824) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has over 18 years of experience in the finance industry.
Alyssa Peterson (CRD# 7798446) is an Investment Advisor Representative working at Mariner Wealth in State College, PA and has 1 year of experience in the finance industry.
Joshua Purdy (CRD# 7097877) is an Investment Advisor Representative working at Mcclarren Financial Advisors in State College, PA and has over 4 years of experience in the finance industry. Joshua Purdy 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.
Olivia Reid (CRD# 7162795) 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.
Kathryn Shoaf (CRD# 6588282) is an Investment Advisor Representative working at Morgan Stanley in State College, PA and has 1 year of experience in the finance industry.
Brittany Shulman (CRD# 7486399) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in State College, PA and has 1 year of experience in the finance industry.
Ruby Skow (CRD# 7853691) is an Investment Advisor Representative working at Mcclarren Financial Advisors in State College, PA and has 1 year of experience in the finance industry.
Jamie Tabaka (CRD# 7042221) 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.
Cy Treaster (CRD# 7373051) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has over 2 years of experience in the finance industry.
Eric Updegrove (CRD# 6930262) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in State College, PA and has 1 year of experience in the finance industry.