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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
Ann Ainsworth (CRD# 2110511) is an Investment Advisor Representative working at Mcfarland Associates in Wyomissing, PA and has over 33 years of experience in the finance industry. Ann Ainsworth 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.
Abhishek Amatya (CRD# 5475713) is an Investment Advisor Representative working at Weik Capital Management in Wyomissing, PA and has over 11 years of experience in the finance industry.
James Baker (CRD# 3256288) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Wyomissing, PA and has over 22 years of experience in the finance industry.
Stephen Bealer (CRD# 4689868) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wyomissing, PA and has over 20 years of experience in the finance industry.
Michael Billera-Smith (CRD# 6215270) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wyomissing, PA and has over 10 years of experience in the finance industry.
Jeffrey Bingham (CRD# 2329160) is an Investment Advisor Representative working at Park Avenue Securities LLC in Wyomissing, PA and has over 30 years of experience in the finance industry. Jeffrey Bingham 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.
Michelle Bosch (CRD# 1288727) is an Investment Advisor Representative working at Lpl Financial LLC in Wyomissing, PA and has over 39 years of experience in the finance industry.
Martin Braam (CRD# 855021) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wyomissing, PA and has over 44 years of experience in the finance industry.
Rodney Breyer (CRD# 1614239) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Wyomissing, PA and has over 36 years of experience in the finance industry.
Brad Brisan (CRD# 5702909) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Wyomissing, PA and has over 13 years of experience in the finance industry. Brad Brisan 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.