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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
Brandon Aumiller (CRD# 3242786) is an Investment Advisor Representative working at Sterling Wealth And Retirement Services, LLC in Lewistown, PA and has over 6 years of experience in the finance industry.
Steven Boyer (CRD# 2176313) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Lewistown, PA and has over 10 years of experience in the finance industry.
Lucas Craig (CRD# 6352804) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lewistown, PA and has over 9 years of experience in the finance industry.
Peter Krum (CRD# 4007730) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lewistown, PA and has over 24 years of experience in the finance industry.
James Naylor (CRD# 2119423) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lewistown, PA and has over 33 years of experience in the finance industry. James Naylor 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 Walters (CRD# 5604042) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lewistown, PA and has over 15 years of experience in the finance industry.
Becca Doyle (CRD# 6835493) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lewistown, PA and has over 2 years of experience in the finance industry.
Lauren Naylor (CRD# 7123489) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lewistown, PA and has over 2 years of experience in the finance industry.
Nicholas Accordino (CRD# 1340988) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in State College, PA and has over 39 years of experience in the finance industry. Nicholas Accordino 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.
Daniel Aiello (CRD# 1999758) is an Investment Advisor Representative working at Lpl Financial LLC in Boalsburg, PA and has over 32 years of experience in the finance industry.