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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
Arthur Amundsen (CRD# 4573) is an Investment Advisor Representative working at Edward Jones in Carlisle, PA and has over 43 years of experience in the finance industry.
Stephanie Baity (CRD# 6468230) is an Investment Advisor Representative working at Alliance Financial in Carlisle, PA and has over 8 years of experience in the finance industry. Stephanie Baity 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.
Scott Bechtold (CRD# 2899784) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Carlisle, PA and has over 26 years of experience in the finance industry.
Jodi Bowman (CRD# 6743251) is an Investment Advisor Representative working at The Burney Company in Carlisle, PA and has over 7 years of experience in the finance industry.
Vincent Catalano (CRD# 5238819) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Carlisle, PA and has over 17 years of experience in the finance industry.
Michael Cornfield (CRD# 5619422) is an Investment Advisor Representative working at Edward Jones in Carlisle, PA and has over 15 years of experience in the finance industry.
John Daley (CRD# 1750090) is an Investment Advisor Representative working at The Burney Company in Carlisle, PA and has over 34 years of experience in the finance industry.
Suzanne Elbin (CRD# 4372808) is an Investment Advisor Representative working at Principal Securities, Inc. in Carlisle, PA and has over 22 years of experience in the finance industry.
Todd Fogelsanger (CRD# 4214642) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Carlisle, PA and has over 23 years of experience in the finance industry.
Kimberly Heavner (CRD# 3243964) is an Investment Advisor Representative working at Lpl Financial LLC in Carlisle, PA and has over 24 years of experience in the finance industry. Kimberly Heavner 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.