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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
Kirstan Ulrich (CRD# 2796738) is an Investment Advisor Representative working at Lpl Financial LLC in Wyomissing, PA and has over 27 years of experience in the finance industry.
Daniel Van Matre (CRD# 6459294) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wyomissing, PA and has over 7 years of experience in the finance industry.
Patrick Velekei (CRD# 3235431) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Wyomissing, PA and has over 24 years of experience in the finance industry. Patrick Velekei 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.
Elizabeth Ward (CRD# 4362541) is an Investment Advisor Representative working at Walsky Investment Management Inc. in Wyomissing, PA and has over 24 years of experience in the finance industry.
Joshua Weaknecht (CRD# 5331022) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wyomissing, PA and has over 16 years of experience in the finance industry.
Daneen Weaver (CRD# 1711402) is an Investment Advisor Representative working at Marrella Private Wealth, LLC in Wyomissing, PA and has over 22 years of experience in the finance industry.
Matthew Weeber (CRD# 3145827) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wyomissing, PA and has over 24 years of experience in the finance industry.
Kenneth Weik (CRD# 6861900) is an Investment Advisor Representative working at Weik Capital Management in Wyomissing, PA and has over 5 years of experience in the finance industry.
Thomas Weik (CRD# 461570) is an Investment Advisor Representative working at Weik Capital Management in Wyomissing, PA and has 1 year of experience in the finance industry.
Warren Weik (CRD# 6116966) is an Investment Advisor Representative working at Weik Capital Management in Wyomissing, PA and has over 11 years of experience in the finance industry.