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Financial Consultants in Pennsylvania

Financial Consultants in Harrisburg, PA

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250 results found

Ken Diltz Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wholesaler at Crump Life Insurance Services
Location:
Harrisburg, Pennsylvania Area
Industry:
Insurance
Work history:
Crump Life Insurance Services - Harrisburg, PAWholesalersince Sep 2009Waddell & Reed - Harrisburg, Pennsylvania AreaFinancial AdvisorApr 2008 - Jan 2009
Full Profile

Antonio Pelosi Harrisburg, PA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • District Manager • Assistant Vice President • Shop Manager • Region Manager • Vice President • Chief Executive • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Retail Professional • Client Service Officer • Retail Salesperson • Sports Trainer • Sports Trainers • Customer Service • Counselor • Area Manager • Managers • Advisor

Experience & Education

Position:
Community Banking District Manager at Wells Fargo
Title:
Community Banking District Manager, Assistant Vice President at Wells Fargo
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Wells Fargo - Harrisburg, Pennsylvania AreaCommunity Banking District Managersince Apr 2013Wells Fargo Bank - Reading, Pennsylvania AreaStore Manager IVOct 2011 - Apr 2013
Skills:
FINRA Series 6 and 63 certified, PA Life Insurance, Sales Management, Series 63, Life Insurance,...
Languages:
Italian
Mortgage Consultant and Financial Advisor
Full Profile

Christopher Sorge Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vault Teller • Bank Teller • Banker • Director • Board Member • Operations Manager • Management Team Executive • Staff Sergeant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Sales Manager • Researcher • Mathematics • Survey Researcher • Mathematician • Data Analyst • Information Technology Specialist • Data Scientist • IT Specialist • Recruitment • Bachelor of Science • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Sales Executive • Student Worker

Experience & Education

Position:
Staff Sergeant - Officer Candidate at Army National Guard
Title:
Board of Director, Little Theatre of Mechanicsburg
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Army National Guard Staff Sergeant - Officer Candidatesince Sep 2010Merrill Lynch - Camp Hill, PennsylvaniaFinancial Advisor, CSNAApr 2012 - Apr 2013
Skills:
Combatives, Freestyle Martial Arts, Sales Support, Inside Sales, outside sales, security tactics,...
Certifications:
Certified Special Needs Advisor, Merrill Lynch Wealth Management
Full Profile

Brooke Petersen Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Supporting Member • Volunteer • Team Member • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Programmer Analyst • Information Systems Analyst • IT Analyst • Bachelor of Science • Chief Executive • Financial Manager • Sales Representative

Experience & Education

Position:
Associate Support Member at Hershey Volunteer Fire Company, Financial Advisor at Merrill Lynch
Title:
Financial Advisor
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Hershey Volunteer Fire Company Associate Support Membersince May 2010Merrill Lynch Financial Advisorsince Jan 2010
Skills:
Investment Banking, Mutual Funds, Asset Allocation, Wealth Management, Banking, Investment...
Full Profile

Thomas Louie Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor - Corporate Finance Business Decision Support at TE Connectivity
Title:
Financial Advisor - TE Connectivity
Location:
Harrisburg, Pennsylvania Area
Industry:
Electrical/Electronic Manufacturing
Work history:
TE Connectivity Financial Advisor - Corporate Finance Business Decision Supportsince 1993US Army and US Army Reserves Retired1981 - 2002
Full Profile

Laurie Lake Harrisburg, PA

Professions & Specialties

Financial Consultant • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Title:
Financial Advisor/Registered Investment Advisor Representative
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Member FINRA/SIPC - 19 Brookwood Ave. Suite 105 Carlisle PA 17015 717-243-8777Financial Advisorsince May 2005Gibb Financial Services, Inc. Financial AdvisorJan 2002 - May 2005
Full Profile

Eric Belfanti Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Volunteer • Non-Profit • Adjunct Instructor • Lecturer • Postsecondary Teacher • Director of Quality Control • Compliance Manager • Law Clerk • Judicial Law Clerk • Juris Doctor • Bachelor of Science • Civil Servant

Experience & Education

Work

Company:
Pnc investments
Financial advisor
Company:
Edward jones investments - Bloomsburg, PA
Financial advisor

Skills

Accredited Asset Management Specialist via College for Financial Planning; FINRA Licenses: 7, 24,...
Full Profile

Keith Verner Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Counselor • Advisor • Marketing Professional • Advertising Sales Agent

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Financial Advisor
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Jun 2010Cognitive Learning Systems, Inc. Director, Business Development & MarketingAug 2004 - 2010
Full Profile

Denise Clelan Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Co-Owner • Chief Executive • Sports Trainer • Sports Trainers • Recognition • Certified Professional Coder • Certified Nurse Aide • Secretary • Nurse • Nurse Practitioner • Training and Coaching Professional • Professional Development Teacher

Experience & Education

Position:
Entrepreneurial and Team Transformation Coach at Clelan Coaching, Co-Owner and Financial Advisor at ...
Title:
Owner/Entrepreneurial Coach at Clelan Coaching
Location:
Harrisburg, Pennsylvania Area
Industry:
Professional Training & Coaching
Work history:
Clelan Coaching - Camp Hill, PAEntrepreneurial and Team Transformation Coachsince 2010Clelan and Company - Camp Hill, PACo-Owner and Financial Advisorsince Nov 1989
Skills:
Coaching, Master Practitioner, Motivational Speaking, Personal Finance, Public Speaking, Team...
Certifications:
Energy Leadership Index Master Practitioner (ELI-MP), Institute for Professional Excellence in Coaching (iPEC)
iPEC Certified Professional Coach, Institute for Professional Excellence in Coaching (iPEC)
Full Profile

Kim Lutes Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Support • Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Supporting Member • Independent Consultant • Advisor • Team Member • Counselor • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Internal Wholesaler at Crump Life Insurance Services
Title:
Sales Support Associate at Crump Life Insurance Services
Location:
Harrisburg, Pennsylvania Area
Industry:
Executive Office
Work history:
Crump Life Insurance Services - Harrisburg, PAInternal Wholesalersince Oct 2011Companies Not Listed Due To Privacy Concerns - Waddell and ReedFinancial AdvisorJun 2009 - Oct 2011
Certifications:
Chartered Life Underwriter, American College
Fellow, Life Management Institute (FLMI), Life Insurance Management Association
Full Profile

Jonathan Brandow Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Leader • Managers • Partner • Chief Executive Officer • Chief Executive • Corporate Executive

Experience & Education

Position:
Principal at Bizminer
Location:
Harrisburg, Pennsylvania Area
Industry:
Research
Work history:
Bizminer Principalsince Oct 1990Commonwealth of Pennsylvania Deputy Financial Advisor and Executive Director, PennPortsJul 1988 - Sep 1990
Full Profile

Mike Chwastyk Harrisburg, PA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Marketing Manager

Experience & Education

Position:
Branch Manager at Raymond James Financial Services, Inc. Member FINRA/SIPC, Portfolio Manager at...
Title:
Portfolio Manager at Raymond James Financial Inc.
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Member FINRA/SIPC - 3920 Market Street; Camp Hill, Pennsylvania 17011Branch Managersince 1994Raymond James Financial Inc. - Camp Hil, PaPortfolio Managersince 1994
..be made to persons in states where the financial advisor is not registered
Full Profile

Evan Miller Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Host • Office Administrator • Operations Manager • Student Worker • Business Administrator • Technical Specialist • Technical Support Specialists • Managers • Physician • Client Service Officer • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainer • Surgical Specialist

Experience & Education

Position:
Client Relations Specialist at Vanguard, Financial Advisor Intern at Edward Jones
Title:
Client Relationship Specialist at Vanguard
Location:
Harrisburg, Pennsylvania Area
Industry:
Investment Management
Work history:
Vanguard Client Relations Specialistsince Jul 2013Edward Jones - Chambersburg, PAFinancial Advisor Internsince Jun 2012
Languages:
English, Spanish
Full Profile

David Martin Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Insurance Agent at Strock Insurance, Financial Advisor at Cetera Advisor Networks LLC
Title:
Insurance Agent & Financial Advisor
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Strock Insurance - 401 S. 32nd St, Camp Hill, PAInsurance Agentsince 2007Cetera Advisor Networks LLC - 401 S 32nd St, Camp Hill, PAFinancial Advisorsince Apr 2007
Skills:
Licensed Property & Casualty Insurance Agent, Securities License, Commercial Insurance,...
Full Profile

Jon Sawich Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Client Service Officer • Customer Service

Experience & Education

Title:
Financial Advisor at Wachovia Securities
Location:
Harrisburg, Pennsylvania Area
Industry:
Investment Management
Full Profile

Mary James Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Employee Relations Manager • Employee Relations Specialist • Labor Relations Specialist • Master of Social Work • Psychologist • Operations Manager • Vice President • Chief Executive • Region Manager • Marketing Manager • Area Manager • Managers • Psychology Specialist

Experience & Education

Work

Company:
Public school employees retirement system (psers)
Regional administrator
Company:
Insurance & financial services
Financial advisor
Full Profile

Janice Dunlap Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Counselor at Penn State University
Location:
Harrisburg, Pennsylvania Area
Industry:
Higher Education
Work history:
Penn State University Financial Counselor
Full Profile

John Robinson Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at M&T Bank
Location:
Harrisburg, Pennsylvania Area
Industry:
Banking
Work history:
M&T Bank Financial Consultant
Full Profile

Ian Hayes Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Agent • Sales Representative • of PA

Experience & Education

Position:
Internal Support - Case Management at Target Insurance Services of PA & AffinityLTC, LLC
Title:
Internal Support - Case Management at Target Insurance Services
Location:
Harrisburg, Pennsylvania Area
Industry:
Insurance
Work history:
Target Insurance Services of PA & AffinityLTC, LLC Internal Support - Case Managementsince Jun 2009MetLife Financial AdvisorMay 2001 - Aug 2008
Full Profile

Adam Ringhoffer Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Auditor

Experience & Education

Title:
Financial Consultant
Location:
Harrisburg, Pennsylvania Area
Industry:
Banking
Full Profile

Donald Killian Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Banco Santander
Location:
Harrisburg, Pennsylvania Area
Industry:
Banking
Work history:
Banco Santander Financial Consultant
Full Profile

Timothy Thomas Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Tyco Electronics
Location:
Harrisburg, Pennsylvania Area
Industry:
Consumer Electronics
Work history:
Tyco Electronics Financial Advisor
Full Profile

Jennifer Strickler Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer

Experience & Education

Position:
Financial Advisor Associate at Morgan Stanley Smith Barney
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisor Associatesince Jun 2010Prudential Homesale Services Insurance AgentJan 2004 - Jun 2010
Skills:
Customer relations & service, public speaking/presentations, insurance extraordinaire
Full Profile

Ian Hayes Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Agent • Sales Representative • of PA

Experience & Education

Position:
Internal Support - Case Management at Target Insurance Services of PA & AffinityLTC, LLC
Title:
Internal Support - Case Management at Target Insurance Services
Location:
Harrisburg, Pennsylvania Area
Industry:
Insurance
Work history:
Target Insurance Services of PA & AffinityLTC, LLC Internal Support - Case Managementsince Jun 2009MetLife Financial AdvisorMay 2001 - Aug 2008
Full Profile

David Wagner Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Volunteer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Capital View Wealth Management, President at Ronald McDonald House Charities...
Title:
Financial Advisor at Capital View Wealth Management
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Capital View Wealth Management Financial Advisorsince Nov 2010Ronald McDonald House Charities of Central PA Young Professionals Presidentsince Jan 2013
Skills:
Retirement Planning, IRAs, Investment Management, 401k Rollovers, Long Term Care Insurance, Life...
Full Profile

Christina Greak Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at M&T Bank
Location:
Harrisburg, Pennsylvania Area
Industry:
Banking
Work history:
M&T Bank Financial Consultant
Full Profile

Sara Neagley Harrisburg, PA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Certified Financial Advisorsince 1999Ameriprise Financial CFP2000 - 2009
Skills:
Investment advice, retirement plans, life, disability and long term care insurance
Full Profile

Jill Miller Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at M&T Bank
Location:
Harrisburg, Pennsylvania Area
Industry:
Banking
Work history:
M&T Bank Financial Consultant
Full Profile

Mike Mcconahy Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Mathematics • Mathematician • Financial Officer • Financial Manager • Insurance Actuary • Statistician • Underwriter • Advisor

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors Financial Advisorsince Jul 2008Prudential Ridgeway Real Estate RealtorJun 2007 - Aug 2008
Full Profile

Elizabeth Gingrich Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Tyco Electronics
Location:
Harrisburg, Pennsylvania Area
Industry:
Electrical/Electronic Manufacturing
Full Profile

Christopher Cocores Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at uFinancial Group
Title:
Managing Partner, uFinancial formerly Wienken & Associates
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
UFinancial Group - Camp Hill, Penna.Managing Partnersince Oct 2011UFinancial Group - Camp Hill, PAFinancial AdvisorAug 2005 - Oct 2011
Full Profile

Harold Beshaw Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Graystone Tower Bank
Location:
Harrisburg, Pennsylvania Area
Industry:
Banking
Full Profile

Jeff Kline Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Senior Financial Advisor at McCarver Freeman Wealth Management
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
McCarver Freeman Wealth Management - 602 N. Front St. Wormleysburg, PA 17043Senior Financial Advisorsince Mar 2013Wells Fargo Advisors LLC - Lemoyne, PAFinancial ConsultantJun 2007 - Mar 2013
Full Profile

Matthew Eberly Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Certified Nurse Practitioner • Nurse • Nurse Practitioner • Representative • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at uFinancial
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
UFinancial - Camp Hill, PAFinancial Advisorsince Apr 2004
Full Profile

Donny Killian Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at Banco Santander
Location:
Harrisburg, Pennsylvania Area
Industry:
Banking
Full Profile

Abram Shaffner Harrisburg, PA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor with the practice of Daniel P. Morrissey, CFP® at Ameriprise Financial...
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor with the practice of Daniel P. Morrissey, CFP®since Aug 1999
Skills:
Retirement Planning Strategies, Estate Planning Strategies, Women's Financial Strategies, Saving...
Full Profile

Christian Taylor Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Sharp Quote Insurance Services, Financial Advisor at ESI Financial
Title:
Financial Advisor at ESI Financial, SharpQuote Insurance Services
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Sharp Quote Insurance Services Presidentsince Sep 2010ESI Financial Financial Advisorsince 2004
Full Profile

Nathan Imboden Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Intern • Marketing Professional • Advertising Sales Agent

Experience & Education

Position:
Financial Advisor at uFinancial
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
UFinancial Financial Advisorsince Feb 2008CURE International Marketing Intern2007 - 2007
Full Profile

William Bruner Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Insurance and Financial Rep at New York Life
Title:
New York Life Insurance & Financial Advisor
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
New York Life Insurance and Financial Repsince Oct 2008
Skills:
Disability Insurance, Retirement Planning, Retirement, Term Life Insurance, Life Insurance,...
Full Profile

Henry Sladek Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Counselor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Management Advisor at Northwestern Mutual
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Northwestern Mutual Wealth Management Advisorsince Jun 2005Waddell & Reed Financial AdvisorJan 2004 - Jun 2005
Full Profile

Dennis Browne Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Capital View Wealth Management
Title:
Owner, Capital View Wealth Management, LLC
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Capital View Wealth Management - Camp Hill, PAPartnersince May 2012Cambridge Investment Research Financial Advisor2008 - 2012
Full Profile

Michael Akers Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Vice President • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Marketing Administrator • IT Manager • Commodities Clerk

Experience & Education

Position:
Vice President Financial Advisor at BB&T Scott & Stringfellow, Vice President Investments...
Title:
at
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
BB&T Scott & Stringfellow Vice President Financial Advisorsince Jun 2013Janney Montgomery Scott Vice President Investmentssince May 2008
Skills:
Series 7, Financial Planning, Portfolio Management, Retirement, Mutual Funds, Investments,...
Full Profile

Chad Zeaser Harrisburg, PA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Ameriprise Financial, Financial Advisor at Ameriprise Financial...
Title:
Certified Financial Planner at Ameriprise Financial Services, Inc
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Ameriprise Financial Certified Financial Plannersince Jun 2003Ameriprise Financial Advisors - Camp Hill, PAFinancial Advisorsince Jun 2000
Full Profile

George Cvijic Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Janny Montgomery Scott
Location:
Harrisburg, Pennsylvania Area
Industry:
Investment Management
Work history:
Janny Montgomery Scott Financial Consultant
Full Profile

Michael Cornfield Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Director • Chief Executive

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Nov 2008The Carlisle Events Group Senior Director of MarketingNov 2007 - Sep 2008
Skills:
CRM, Strategy, Integrated Marketing, Business Development, Marketing, Strategic Planning,...
Full Profile

Jeffrey Hofmann Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model

Experience & Education

Position:
Financial Advisor at VALIC
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
VALIC Financial Advisorsince Apr 2010GrandView 401k Advisors Retirement SpecialistMar 2007 - Mar 2011
Full Profile

Brian Mccarver Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director at McCarver Freeman Wealth Management
Title:
Financial Advisor at McCarver Freeman Wealth Management
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
McCarver Freeman Wealth Management Directorsince Mar 2013Wells Fargo Advisors - Lemoyne, PAFinancial AdvisorOct 2000 - Mar 2013
Skills:
Wealth Management, Financial Advisory, Wealth
Full Profile

Shawn Greenland Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Investment Professional at Next Financial Group
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Next Financial Group Investment Professionalsince Jan 2007Waddell & Reed Financial AdvisorAug 2000 - Jan 2007
Skills:
Retirement planning, College funding, Investments, Asset Allocation, and Risk Management
Full Profile

Lee Harter Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Area Sales Manager • Regional Sales Consultant • Sales Representative • Vice President • Chief Executive • Managers • High School Teacher • Secondary School Teacher • Sports Game Coach

Experience & Education

Position:
Trust Officer and Financial Advisor at Orrstown Bank
Title:
Financial Advisor, Cetera Advisor Networks located at Orrstown Bank
Location:
Harrisburg, Pennsylvania Area
Industry:
Banking
Work history:
Orrstown Bank - Chambersburg, PATrust Officer and Financial Advisorsince Jan 2012Orrstown Bank Vice President & Regional Sales ManagerNov 2009 - Jan 2012
Full Profile

Jeremy Priar Harrisburg, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Chief Executive • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
Corporate Marketing Director at Bastian Homes
Title:
Corporate Marketing Director
Location:
Harrisburg, Pennsylvania Area
Industry:
Marketing and Advertising
Work history:
Bastian Homes Corporate Marketing Directorsince Jan 2011Karr Barth Associates Inc. Financial ConsultantApr 2009 - Jan 2011
Full Profile


Financial Consultants near Harrisburg, PA0285684112140YorkCamp HillLebanonHummelstownEttersYork HavenNew KingstownEast BerlinMarietta