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- 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
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1
Mack Courter (CRD# 4422796) is an Investment Advisor Representative working at Courter Financial, LLC in Bellefonte, PA and has over 14 years of experience in the finance industry. Mack Courter 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Jason Sherwood (CRD# 5899859) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Manteo, NC and has over 12 years of experience in the finance industry.
3
Parker Swart (CRD# 7554383) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Manteo, NC and has 1 year of experience in the finance industry.
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