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Distance Only Harleysville, 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
Dennis Ballow (CRD# 6365315) is an Investment Advisor Representative working at Eagle Strategies LLC in Harleysville, PA and has over 9 years of experience in the finance industry.
Leslie Benzak (CRD# 4459344) is an Investment Advisor Representative working at Commonwealth Financial Network in Harleysville, PA and has over 23 years of experience in the finance industry. Leslie Benzak 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.
Nicholas Bernardo (CRD# 5246863) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 17 years of experience in the finance industry. Nicholas Bernardo 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.
Rose Bernardo (CRD# 4886286) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 19 years of experience in the finance industry.
Anthony Bernardo Jr (CRD# 726157) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 43 years of experience in the finance industry.
Bradley Bishop (CRD# 6554436) is an Investment Advisor Representative working at Next Financial Group, Inc. in Harleysville, PA and has over 8 years of experience in the finance industry.
Michael Calafati (CRD# 2700844) is an Investment Advisor Representative working at Eagle Strategies LLC in Harleysville, PA and has over 27 years of experience in the finance industry.
Christopher Chichilitti (CRD# 2352404) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harleysville, PA and has over 30 years of experience in the finance industry.
Lynn Craig (CRD# 1252842) is an Investment Advisor Representative working at Commonwealth Financial Network in Harleysville, PA and has over 40 years of experience in the finance industry. Lynn Craig 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 Gallagher (CRD# 2346736) is an Investment Advisor Representative working at Commonwealth Financial Network in Harleysville, PA and has over 31 years of experience in the finance industry. John Gallagher 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.