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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
Thomas Lutz (CRD# 5049137) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in West Lawn, PA and has over 18 years of experience in the finance industry.
Paul Maccrory (CRD# 1548965) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bloomsburg, PA and has over 36 years of experience in the finance industry.
Mark Maggs (CRD# 2326339) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wyomissing, PA and has over 31 years of experience in the finance industry.
Christopher Makosch (CRD# 4976405) is an Investment Advisor Representative working at Schuylkill Financial, LLC in Wyomissing, PA and has over 18 years of experience in the finance industry. Christopher Makosch 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 Manfredi (CRD# 6367472) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hazle Township, PA and has over 7 years of experience in the finance industry.
Darren March (CRD# 4452767) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in West Lawn, PA and has over 22 years of experience in the finance industry. Darren March 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.
James Marconis (CRD# 2785072) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Pottsville, PA and has over 27 years of experience in the finance industry.
Paul Marrella (CRD# 1925779) is an Investment Advisor Representative working at Marrella Private Wealth, LLC in Wyomissing, PA and has over 28 years of experience in the finance industry. Paul Marrella 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.
Samuel Marrella (CRD# 1397028) is an Investment Advisor Representative working at Marrella Private Wealth, LLC in Wyomissing, PA and has over 38 years of experience in the finance industry. Samuel Marrella 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 McAndrew (CRD# 1071019) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lebanon, PA and has over 39 years of experience in the finance industry.