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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
Nicholas Gard (CRD# 4137201) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Holland, PA and has over 24 years of experience in the finance industry.
Michael Malcolm (CRD# 4137174) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Holland, PA and has over 24 years of experience in the finance industry. Michael Malcolm 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.
Joseph Sholley (CRD# 5814039) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Holland, PA and has over 13 years of experience in the finance industry.
Allen Wessel (CRD# 3260496) is an Investment Advisor Representative working at Edward Jones in New Holland, PA and has over 24 years of experience in the finance industry. Allen Wessel 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.
Dustin Adam (CRD# 6161273) is an Investment Advisor Representative working at Edward Jones in Fleetwood, PA and has over 11 years of experience in the finance industry.
Brandon Adams (CRD# 5372026) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 12 years of experience in the finance industry.
James Adams (CRD# 1287344) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Blandon, PA and has over 39 years of experience in the finance industry. James Adams 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.
Anthony Agentowicz (CRD# 1388677) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Reading, PA and has over 38 years of experience in the finance industry.
Thomas Ahern (CRD# 2933920) is an Investment Advisor Representative working at Creative Capital Wealth Management Group in Chester Springs, PA and has over 18 years of experience in the finance industry. Thomas Ahern 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.
Ann Ainsworth (CRD# 2110511) is an Investment Advisor Representative working at Mcfarland Associates in Wyomissing, PA and has over 33 years of experience in the finance industry. Ann Ainsworth 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.