Financial Advisor

Senior Vice President - Investments

Address: 919 Russell Drive , Lebanon , PA 17042-0000
Phone: 717-273-8818  |  800-274-8818    Fax: 717-270-5312

My Background

My Associate(s): Janet Zerbe, Client Associate

My Experience

  • 2018 - Present : Wells Fargo Advisors, Senior Vice President- Investments
  • 2011 - 2018 : Edward Jones, Financial Advisor

My Education & Credentials

  • Bachelor of Science - The Pennsylvania State University
  • College For Financial Planning
Securities Registered in the following states: AL, AZ, CA, CO, DE, FL, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WA, WV
Insurance licensed in the following states: CA (Lic. # 0M52118)
DAVID KOLTER JR: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Pennsylvania : Lebanon Branch