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Distance Only York, PA
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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
Ty Wilkinson (CRD# 2148206) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in York, PA and has over 32 years of experience in the finance industry.
Wade Williams (CRD# 6266784) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in York, PA and has over 10 years of experience in the finance industry.
Matthew Wilson (CRD# 2676304) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in York, PA and has over 28 years of experience in the finance industry.
Scott Wilson (CRD# 3088773) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in York, PA and has over 25 years of experience in the finance industry.
Mary Winand (CRD# 6607660) is an Investment Advisor Representative working at Lpl Financial LLC in York, PA and has over 7 years of experience in the finance industry. Mary Winand 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.
Charles Wise (CRD# 4799506) is an Investment Advisor Representative working at Invariant Investment Management in York, PA and has over 19 years of experience in the finance industry.
Frederick Wise (CRD# 2747442) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in York, PA and has over 25 years of experience in the finance industry.
Jere Wise (CRD# 2934207) is an Investment Advisor Representative working at Lpl Financial LLC in York, PA and has over 26 years of experience in the finance industry. Jere Wise 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.
Melissa Wissler (CRD# 6551294) is an Investment Advisor Representative working at Lpl Financial LLC in York, PA and has over 8 years of experience in the finance industry.
Gregory Wolfe (CRD# 2602460) is an Investment Advisor Representative working at Lpl Financial LLC in York, PA and has over 29 years of experience in the finance industry.