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Distance Only Merrillville, IN
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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
Sharon Mallory (CRD# 2313220) is an Investment Advisor Representative working at Sdm Investments, LLC in Merrillville, IN and has over 31 years of experience in the finance industry.
Pamela Martin (CRD# 6005711) is an Investment Advisor Representative working at Waverly Advisors, LLC in Merrillville, IN and has over 12 years of experience in the finance industry. Pamela Martin 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.
Andrew Masteller (CRD# 6134121) is an Investment Advisor Representative working at Gehrig Capital Management, Inc. in Merrillville, IN and has over 9 years of experience in the finance industry.
Carolyn McClinton (CRD# 2685456) is an Investment Advisor Representative working at Global View Capital Management LLC in Merrillville, IN and has over 28 years of experience in the finance industry.
Deanna Morgan (CRD# 4031520) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Merrillville, IN and has over 23 years of experience in the finance industry.
Allison Mulder (CRD# 6122140) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Merrillville, IN and has over 11 years of experience in the finance industry. Allison Mulder 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.
Amanda Nagel (CRD# 6556385) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Merrillville, IN and has over 7 years of experience in the finance industry.
Joanna Pasterczyk (CRD# 6890532) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Merrillville, IN and has over 5 years of experience in the finance industry.
James Peller (CRD# 1335047) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Merrillville, IN and has over 39 years of experience in the finance industry. James Peller 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.
David Pickart (CRD# 2862528) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Merrillville, IN and has over 27 years of experience in the finance industry.