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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
Leonard Mudlock (CRD# 6398417) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sugarloaf, PA and has over 9 years of experience in the finance industry.
Christopher Mueller (CRD# 5153665) is an Investment Advisor Representative working at Lpl Financial LLC in Wyomissing, PA and has over 11 years of experience in the finance industry. Christopher Mueller 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.
Laura Novak (CRD# 2831444) is an Investment Advisor Representative working at Weik Capital Management in Wyomissing, PA and has over 3 years of experience in the finance industry.
Megan Obrien (CRD# 6823993) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wyomissing, PA and has over 6 years of experience in the finance industry.
Mark Oteri (CRD# 2648623) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lehighton, PA and has over 28 years of experience in the finance industry.
Leon Pace (CRD# 2335126) is an Investment Advisor Representative working at Lindenwold Advisors Inc. in Reading, PA and has over 31 years of experience in the finance industry.
Laurie Peer (CRD# 4239738) is an Investment Advisor Representative working at Rkl Private Wealth in Wyomissing, PA and has over 23 years of experience in the finance industry. Laurie Peer 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.
Dennis Pellegrini (CRD# 2185629) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Wyomissing, PA and has over 32 years of experience in the finance industry.
Joseph Periandi (CRD# 6952468) is an Investment Advisor Representative working at Commonwealth Financial Network in Wyomsissing, PA and has over 5 years of experience in the finance industry.
Joseph Plageman (CRD# 5964768) is an Investment Advisor Representative working at Edward Jones in Wyomissing, PA and has over 12 years of experience in the finance industry.