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Distance Only Holland, 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
Michael Amato (CRD# 2193113) is an Investment Advisor Representative working at Avantax Advisory Services in Holland, PA and has over 32 years of experience in the finance industry. Michael Amato 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 Deissler (CRD# 4066545) is an Investment Advisor Representative working at Avantax Advisory Services in Holland, PA and has over 24 years of experience in the finance industry.
Ray Greenberg (CRD# 228805) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Holland, PA and has over 29 years of experience in the finance industry. Ray Greenberg 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.
Norman Mielziner (CRD# 333921) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Holland, PA and has over 36 years of experience in the finance industry.
Joseph Saskiewicz (CRD# 713400) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Holland, PA and has over 43 years of experience in the finance industry. Joseph Saskiewicz 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.
Howard Bernheim (CRD# 1146051) is an Investment Advisor Representative working at Wealth Quarterback LLC in Holland, PA and has 1 year of experience in the finance industry. Howard Bernheim 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.
Anna Kayeva (CRD# 7046951) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Holland, PA and has over 4 years of experience in the finance industry.