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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
Michael Bergum (CRD# 5232879) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lancaster, NY and has over 17 years of experience in the finance industry. Michael Bergum 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.
Andre Brassard (CRD# 2141315) is an Investment Advisor Representative working at Lpl Financial LLC in Lancaster, NY and has over 33 years of experience in the finance industry.
Edward Carlsen (CRD# 2044938) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lancaster, NY and has over 34 years of experience in the finance industry.
Thomas Carlsen (CRD# 2882488) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lancaster, NY and has over 26 years of experience in the finance industry. Thomas Carlsen 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.
Craig Clark (CRD# 4562593) is an Investment Advisor Representative working at Commonwealth Financial Network in Lancaster, NY and has over 21 years of experience in the finance industry. Craig Clark 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.
Linda Heckathorn (CRD# 5338836) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Lancaster, NY and has over 16 years of experience in the finance industry.
Guy Porter (CRD# 5993370) is an Investment Advisor Representative working at Edward Jones in Lancaster, NY and has over 12 years of experience in the finance industry.
Chasity Salvatore (CRD# 6007589) is an Investment Advisor Representative working at Edward Jones in Lancaster, NY and has over 11 years of experience in the finance industry.
William Stark (CRD# 4413083) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lancaster, NY and has over 21 years of experience in the finance industry.
John Birkby (CRD# 1178351) is an Investment Advisor Representative working at Commonwealth Financial Network in Lancaster, NY and has over 39 years of experience in the finance industry. John Birkby 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.