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Distance Only Allentown, PA
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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
Jamie Fields (CRD# 5357659) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Allentown, PA and has over 16 years of experience in the finance industry.
Sean Fitzpatrick (CRD# 1065878) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Allentown, PA and has over 41 years of experience in the finance industry.
Richard Frable (CRD# 2202985) is an Investment Advisor Representative working at Liberty Asset Management in Allentown, PA and has over 32 years of experience in the finance industry. Richard Frable 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.
Matthew Funk (CRD# 4883310) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Allentown, PA and has over 19 years of experience in the finance industry. Matthew Funk 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.
Melissa Gerhardt (CRD# 5610484) is an Investment Advisor Representative working at Commonwealth Financial Network in Allentown, PA and has over 15 years of experience in the finance industry. Melissa Gerhardt 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.
Joel Gilley (CRD# 1914257) is an Investment Advisor Representative working at Mml Investors Services, LLC in Allentown, PA and has over 30 years of experience in the finance industry.
Jessica Goedtel (CRD# 6377275) is an Investment Advisor Representative working at Pavilion Financial Planning in Allentown, PA and has over 9 years of experience in the finance industry. Jessica Goedtel 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.
Jeffrey Goering (CRD# 5850934) is an Investment Advisor Representative working at Mml Investors Services, LLC in Allentown, PA and has over 10 years of experience in the finance industry.
Glenn Graff (CRD# 4293441) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Allentown, PA and has over 22 years of experience in the finance industry.
Breanne Granger (CRD# 6402629) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Allentown, PA and has over 8 years of experience in the finance industry.