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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
Robert Tugend (CRD# 3256738) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Lake Ariel, PA and has over 24 years of experience in the finance industry. Robert Tugend 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 Anderson (CRD# 2499609) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Honesdale, PA and has over 29 years of experience in the finance industry.
Benjamin Burkhardt (CRD# 7591082) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Honesdale, PA and has 1 year of experience in the finance industry.
Burton Chapman (CRD# 7439259) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Honesdale, PA and has over 2 years of experience in the finance industry.
James Demmer (CRD# 6439339) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Port Jervis, NY and has over 9 years of experience in the finance industry.
Charles Gilbride (CRD# 1397367) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Livingston Manor, NY and has over 34 years of experience in the finance industry.
Holly Ginas (CRD# 1517234) is an Investment Advisor Representative working at Edward Jones in Honesdale, PA and has over 3 years of experience in the finance industry.
Alan Goodman (CRD# 1006501) is an Investment Advisor Representative working at Key Investment Services LLC in Liberty, NY and has over 22 years of experience in the finance industry.
Patrick Graver (CRD# 7695446) is an Investment Advisor Representative working at Center Stage Planning LLC in Greeley, PA and has 1 year of experience in the finance industry. Patrick Graver 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.
Gary Howell (CRD# 1573841) is an Investment Advisor Representative working at Esi Financial Advisors in Johnson, NY and has over 34 years of experience in the finance industry.