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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
Kevin Munnell (CRD# 2770430) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Bellefonte, PA and has over 25 years of experience in the finance industry. Kevin Munnell 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.
Jennifer Newman (CRD# 3129930) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has over 23 years of experience in the finance industry.
Rubin Nichols (CRD# 4455913) is an Investment Advisor Representative working at Financial Abundance, Inc. in State College, PA and has over 22 years of experience in the finance industry.
Theodore Oyler (CRD# 2977750) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in State College, PA and has over 26 years of experience in the finance industry. Theodore Oyler 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.
Janet Palmatier (CRD# 4595918) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in State College, PA and has over 21 years of experience in the finance industry.
Tamara Pavlov (CRD# 6137393) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in State College, PA and has over 8 years of experience in the finance industry.
Charles Peiffer (CRD# 1818413) is an Investment Advisor Representative working at Grove Point Advisors, LLC in State College, PA and has over 28 years of experience in the finance industry.
James Peterson (CRD# 6560840) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Bellefonte, PA and has over 8 years of experience in the finance industry.
Robert Pfahl (CRD# 2668961) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has over 28 years of experience in the finance industry. Robert Pfahl 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.
John Piccolo (CRD# 6257562) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Marys, PA and has over 10 years of experience in the finance industry.