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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
Olivia Karch (CRD# 6205469) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Allentown, PA and has over 9 years of experience in the finance industry.
Aaron Katyl (CRD# 5470152) is an Investment Advisor Representative working at Private Advisor Group, LLC in Allentown, PA and has over 15 years of experience in the finance industry.
James Keim (CRD# 4415318) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Allentown, PA and has over 22 years of experience in the finance industry.
Jennifer Kelly (CRD# 4961247) is an Investment Advisor Representative working at Captrust in Allentown, PA and has over 16 years of experience in the finance industry.
Sanjay Khindri (CRD# 4851227) is an Investment Advisor Representative working at Gallatin Capital Management in Allentown, PA and has over 19 years of experience in the finance industry.
Frederick Kleinhenz (CRD# 2304646) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Allentown, PA and has over 31 years of experience in the finance industry. Frederick Kleinhenz 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.
Robert Klock (CRD# 2966884) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Allentown, PA and has over 26 years of experience in the finance industry.
Joel Knight (CRD# 4846437) is an Investment Advisor Representative working at Wells Fargo Advisors in Allentown, PA and has over 19 years of experience in the finance industry.
Julie Knight (CRD# 5812451) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Allentown, PA and has over 13 years of experience in the finance industry. Julie Knight 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.
Daniel Kochsmeier (CRD# 6561182) is an Investment Advisor Representative working at Edward Jones in Allentown, PA and has over 6 years of experience in the finance industry.