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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
Richard Sundstrom (CRD# 3249498) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fogelsville, PA and has over 24 years of experience in the finance industry.
Edward Sweeney (CRD# 1365045) is an Investment Advisor Representative working at Lpl Financial LLC in Wyomissing, PA and has over 39 years of experience in the finance industry.
David Szablowski (CRD# 6059255) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Reading, PA and has over 11 years of experience in the finance industry.
Jesse Thomas (CRD# 3168447) is an Investment Advisor Representative working at Equitable Advisors, LLC in West Reading, PA and has over 25 years of experience in the finance industry.
Michael Tobash (CRD# 1994403) is an Investment Advisor Representative working at Lpl Financial LLC in Cressona, PA and has over 34 years of experience in the finance industry.
Santiago Torres (CRD# 5644622) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wyomissing, PA and has over 15 years of experience in the finance industry.
Brent Traugh (CRD# 4341702) is an Investment Advisor Representative working at Lincoln Investment in Bloomsburg, PA and has over 23 years of experience in the finance industry.
James Troutman (CRD# 1033732) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Temple, PA and has over 41 years of experience in the finance industry.
Kirstan Ulrich (CRD# 2796738) is an Investment Advisor Representative working at Lpl Financial LLC in Wyomissing, PA and has over 27 years of experience in the finance industry.
Paul Valerio (CRD# 3093249) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Boyertown, PA and has over 24 years of experience in the finance industry.