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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
Brian Fitzharris (CRD# 5364898) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bethlehem, PA and has over 14 years of experience in the finance industry.
Julie Flugel (CRD# 2960011) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Bethlehem, PA and has over 24 years of experience in the finance industry. Julie Flugel 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.
John Fontana (CRD# 6141500) is an Investment Advisor Representative working at O'hagan Group, Inc. in Bethlehem, PA and has over 13 years of experience in the finance industry.
Paul Francis (CRD# 6243595) is an Investment Advisor Representative working at Quadrant Private Wealth Management, LLC in Bethlehem, PA and has over 10 years of experience in the finance industry. Paul Francis 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.
Justine Frantz (CRD# 6649050) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bethlehem, PA and has over 7 years of experience in the finance industry.
John Genova (CRD# 1157983) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bethlehem, PA and has over 38 years of experience in the finance industry. John Genova 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.
Tiffany Gilbert (CRD# 2682591) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 26 years of experience in the finance industry.
Stephen Gironta (CRD# 1814837) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Bethlehem, PA and has over 31 years of experience in the finance industry.
David Givler (CRD# 6487141) is an Investment Advisor Representative working at Mariner Wealth in Bethlehem, PA and has over 8 years of experience in the finance industry. David Givler 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 Goldfeder (CRD# 5204219) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 17 years of experience in the finance industry. Joseph Goldfeder 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.