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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
Bradley Swisher (CRD# 3073427) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Drums, PA and has over 26 years of experience in the finance industry.
Chad Taake (CRD# 6952090) is an Investment Advisor Representative working at Stone House Investment Management, LLC in Tunkhannock, PA and has over 6 years of experience in the finance industry. Chad Taake 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.
Kathleen Tatulli (CRD# 7059697) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Clarks Green, PA and has over 5 years of experience in the finance industry.
James Teeple (CRD# 6653572) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clarks Summit, PA and has over 7 years of experience in the finance industry.
Joan Titus (CRD# 2340490) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kingston, PA and has over 31 years of experience in the finance industry. Joan Titus 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 Tosi (CRD# 4416419) is an Investment Advisor Representative working at Lpl Financial LLC in Tunkhannock, PA and has over 22 years of experience in the finance industry.
Brian Tugend (CRD# 7010783) is an Investment Advisor Representative working at Integrated Capital Management, Inc. in Jessup, PA and has over 5 years of experience in the finance industry.
Thomas Tulaney (CRD# 5854527) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Scranton, PA and has over 11 years of experience in the finance industry.
Jordan Ubertini (CRD# 5367657) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Scranton, PA and has over 16 years of experience in the finance industry.
James Van Wert (CRD# 1561232) is an Investment Advisor Representative working at Lpl Financial LLC in Wilkes-Barre, PA and has over 37 years of experience in the finance industry.