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Distance Only New Holland, 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
Nicholas Gard (CRD# 4137201) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Holland, PA and has over 24 years of experience in the finance industry.
Michael Malcolm (CRD# 4137174) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Holland, PA and has over 23 years of experience in the finance industry. Michael Malcolm 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 Murphy (CRD# 1736953) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Holland, PA and has over 36 years of experience in the finance industry.
Joseph Sholley (CRD# 5814039) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Holland, PA and has over 13 years of experience in the finance industry.
Allen Wessel (CRD# 3260496) is an Investment Advisor Representative working at Edward Jones in New Holland, PA and has over 24 years of experience in the finance industry. Allen Wessel 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.