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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
Laura Santelli (CRD# 4614920) is an Investment Advisor Representative working at Citizens Securities, Inc. in Stroudsburg, PA and has over 21 years of experience in the finance industry.
Carole Sarson (CRD# 3037277) is an Investment Advisor Representative working at Lpl Financial LLC in Belvidere, NJ and has over 25 years of experience in the finance industry.
Michael Savage (CRD# 2003852) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Scotrun, PA and has over 34 years of experience in the finance industry.
Brad Schaeffer (CRD# 6068019) is an Investment Advisor Representative working at Schaeffer Financial & Tax, LLC in Easton, PA and has over 7 years of experience in the finance industry.
Kurt Schroeder (CRD# 2120598) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Hackettstown, NJ and has over 26 years of experience in the finance industry. Kurt Schroeder 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.
Edward Shevac (CRD# 2361938) is an Investment Advisor Representative working at Lpl Financial LLC in Hackettstown, NJ and has over 24 years of experience in the finance industry.
Jeffrey Shuey (CRD# 5601553) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lehighton, PA and has over 15 years of experience in the finance industry.
Ashley Siedt (CRD# 5934751) is an Investment Advisor Representative working at Equitable Advisors, LLC in Easton, PA and has over 8 years of experience in the finance industry.
Rahn Singer (CRD# 4484372) is an Investment Advisor Representative working at Avantax Advisory Services in Hackettstown, NJ and has over 21 years of experience in the finance industry.
David Smith (CRD# 2306878) is an Investment Advisor Representative working at Commonwealth Financial Network in Pen Argyl, PA and has over 31 years of experience in the finance industry. David Smith 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.