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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
Mark Maggs (CRD# 2326339) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wyomissing, PA and has over 30 years of experience in the finance industry.
Christopher Makosch (CRD# 4976405) is an Investment Advisor Representative working at Schuylkill Financial, LLC in Wyomissing, PA and has over 18 years of experience in the finance industry. Christopher Makosch 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.
Paul Marrella (CRD# 1925779) is an Investment Advisor Representative working at Marrella Private Wealth, LLC in Wyomissing, PA and has over 28 years of experience in the finance industry. Paul Marrella 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.
Samuel Marrella (CRD# 1397028) is an Investment Advisor Representative working at Marrella Private Wealth, LLC in Wyomissing, PA and has over 38 years of experience in the finance industry. Samuel Marrella 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.
Brian McCoy (CRD# 2140182) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has over 32 years of experience in the finance industry.
Sean McCullough (CRD# 3073986) is an Investment Advisor Representative working at Atlas Wealth Partners LLC in Wyomissing, PA and has over 25 years of experience in the finance industry. Sean McCullough 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.
Sean McGinn (CRD# 6801682) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Wyomissing, PA and has over 6 years of experience in the finance industry.
Robert Metzger (CRD# 2270812) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wyomissing, PA and has over 17 years of experience in the finance industry.
Ian Miller (CRD# 6693347) is an Investment Advisor Representative working at Morgan Stanley in Wyomissing, PA and has over 6 years of experience in the finance industry.
James Miller (CRD# 5263147) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wyomissing, PA and has over 17 years of experience in the finance industry.