National Penn Investment Services Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

National Penn Investment Services operates as a full-service financial program embedded within National Penn Bank offices, offering advisory services and investment products through Cetera Investment Services and Cetera Investment Advisers. The firm emphasizes tailoring investment portfolios to individual client goals and needs, focusing on building, preserving, and managing assets over time within a relationship-driven approach. Located in Allentown, Pennsylvania, the organization positions itself within the financial services industry to serve clients seeking planning and guidance for their financial aspirations. While operating as a marketing name for Cetera, the arrangement underscores its role as a broker-dealer and investment advisory network linked to National Penn Bank, with a focus on providing personalized financial strategies within a bank-affiliated context.

Find National Penn Investment Services employees' phone numbers or email addresses

National Penn Investment Services Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

National Penn Investment Services's Leadership

  • Stylized image of a person
    J. D.
    President
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    J. H.
    Part-Owner
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    K. S.
    Senior Vice President, Designated Supervisor
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  • Stylized image of a person
    C. W.
    Vp, Senior Financial Consultant
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    A. K. W. P.
    Assistant Vice President , Senior Financial Consultant
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    V. B.
    Vice President, Senior Financial Consultant
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    O. G.
    Managing Director
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  • Stylized image of a person
    K. T.
    Director-Information Technology
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National Penn Investment Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from National Penn Investment Services

Name
Title
Contact Info
Location
Last Update
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    J. H.
    Part-Owner
    Phone icon
    United StatesPennsylvania
    Mar 25, 2026
  • Stylized image of a person
    J. D.
    President
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    K. S.
    Senior Vice President, Designated Supervisor
    Phone icon
    United StatesPennsylvania
    May 28, 2026
  • Stylized image of a person
    C. W.
    Vp, Senior Financial Consultant
    Phone icon
    May 30, 2026
  • Stylized image of a person
    A. K. W. P.
    Assistant Vice President , Senior Financial Consultant
    Phone icon
    United StatesPennsylvania
    Feb 27, 2024
  • Stylized image of a person
    V. B.
    Vice President, Senior Financial Consultant
    Phone icon
    United StatesPennsylvania
    Apr 26, 2025
  • Stylized image of a person
    O. G.
    Managing Director
    Phone icon
    South Korea
    Jun 27, 2026
  • Stylized image of a person
    K. T.
    Director-Information Technology
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    C. S.
    Senior Financial Consultant
    Phone icon
    United StatesPennsylvania
    May 30, 2026
  • Stylized image of a person
    L. B.
    Associate Broker
    Phone icon
    Apr 23, 2025

Frequently Asked Questions

What is National Penn Investment Services known for?

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National Penn Investment Services operates in the Financial Services industry. The company's main headquarters is located in 645 Hamilton Street Suite 900 Allentown, Pennsylvania 18101 United States. Explore National Penn Investment Services's company overview page for more information.

What is National Penn Investment Services's most common email format?

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National Penn Investment Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more National Penn Investment Services email formats with LeadIQ.

How many employees does National Penn Investment Services have currently?

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National Penn Investment Services has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are National Penn Investment Services's key employees and leadership?

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As of February 2026, National Penn Investment Services's key employees include:

  • President: J. D.
  • Part-Owner: J. H.
  • Senior Vice President, Designated Supervisor: K. S.
  • Vp, Senior Financial Consultant: C. W.
  • Assistant Vice President , Senior Financial Consultant: A. K. W. P.

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