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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
Megan Obrien (CRD# 6823993) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wyomissing, PA and has over 6 years of experience in the finance industry.
Laurie Peer (CRD# 4239738) is an Investment Advisor Representative working at Rkl Private Wealth in Wyomissing, PA and has over 23 years of experience in the finance industry. Laurie Peer 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.
Dennis Pellegrini (CRD# 2185629) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Wyomissing, PA and has over 31 years of experience in the finance industry.
Joseph Plageman (CRD# 5964768) is an Investment Advisor Representative working at Edward Jones in Wyomissing, PA and has over 12 years of experience in the finance industry.
Anastasios Plevrakis (CRD# 4054156) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wyomissing, PA and has over 23 years of experience in the finance industry.
Francis Post (CRD# 4876871) is an Investment Advisor Representative working at Lpl Financial LLC in Wyomissing, PA and has over 19 years of experience in the finance industry.
Steven Pottieger (CRD# 1566879) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has over 37 years of experience in the finance industry. Steven Pottieger 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.
Jacqueline Powell (CRD# 1061375) is an Investment Advisor Representative working at Alliance Financial in Wyomissing, PA and has over 41 years of experience in the finance industry. Jacqueline Powell 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.
Thomas Price (CRD# 4503118) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Wyomissing, PA and has 1 year of experience in the finance industry.
Thomas Reardon (CRD# 5800403) is an Investment Advisor Representative working at Rkl Private Wealth in Wyomissing, PA and has over 13 years of experience in the finance industry. Thomas Reardon 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.