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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
Matthew Kale (CRD# 4556514) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in York, PA and has over 21 years of experience in the finance industry.
Michael Kalloz (CRD# 5475067) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in York, PA and has over 15 years of experience in the finance industry. Michael Kalloz 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.
Crystal Kay (CRD# 5525604) is an Investment Advisor Representative working at Lpl Financial LLC in York, PA and has over 15 years of experience in the finance industry.
Alyssum Keefer (CRD# 5220956) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in York, PA and has over 16 years of experience in the finance industry.
Jean Kreeger (CRD# 3015454) is an Investment Advisor Representative working at State Farm Investment Management Corp. in York, PA and has over 21 years of experience in the finance industry.
Robert Kucherich (CRD# 6360087) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in York, PA and has over 9 years of experience in the finance industry.
Steven Kurzweil (CRD# 4159732) is an Investment Advisor Representative working at Chapin Davis Asset Management in York, PA and has over 23 years of experience in the finance industry.
Brian Lauer (CRD# 3145803) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in York, PA and has over 25 years of experience in the finance industry.
James Lehman (CRD# 5925246) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in York, PA and has over 10 years of experience in the finance industry.
Christopher Lehr (CRD# 3270873) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in York, PA and has over 24 years of experience in the finance industry. Christopher Lehr 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.