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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
David Betz (CRD# 2423285) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Sunbury, PA and has over 30 years of experience in the finance industry.
Stephen Engle (CRD# 1375032) is an Investment Advisor Representative working at Stonex Advisors Inc. in Sunbury, PA and has over 30 years of experience in the finance industry.
Charles Schlegel (CRD# 3075353) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sunbury, PA and has over 25 years of experience in the finance industry.
Charles Schlegel (CRD# 6209280) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sunbury, PA and has over 7 years of experience in the finance industry.
Justin Kaleta (CRD# 7407215) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Sunbury, PA and has over 2 years of experience in the finance industry.
Michael Miller (CRD# 6848126) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Sunbury, PA and has over 2 years of experience in the finance industry.
Christopher Reis (CRD# 6431834) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sunbury, PA and has over 9 years of experience in the finance industry.
Justin Buttrick (CRD# 5625453) is founder/president of Vision Wealth Advisors in Lewisburg, PA and has over 12 years of experience in the finance industry.
Richard Allen (CRD# 1375505) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mifflinburg, PA and has over 38 years of experience in the finance industry.
Lynn Appelman (CRD# 1209925) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Bloomsburg, PA and has over 40 years of experience in the finance industry. Lynn Appelman 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.