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Distance Only Jenkintown, 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
Ryan Demilio (CRD# 5523910) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jenkintown, PA and has over 15 years of experience in the finance industry.
Bruce Diamond (CRD# 2645020) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jenkintown, PA and has over 28 years of experience in the finance industry.
Keith Donnell (CRD# 1687099) is an Investment Advisor Representative working at Modern Wealth Concepts LLC in Jenkintown, PA and has over 36 years of experience in the finance industry. Keith Donnell 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.
Jason Driver (CRD# 2170819) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Jenkintown, PA and has over 32 years of experience in the finance industry.
James Fisher (CRD# 6610100) is an Investment Advisor Representative working at The Aranda Group Advisors, LLC in Jenkintown, PA and has over 7 years of experience in the finance industry.
Michael Friel (CRD# 6436997) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jenkintown, PA and has over 9 years of experience in the finance industry.
Donna Goldhorn (CRD# 863369) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jenkintown, PA and has over 43 years of experience in the finance industry.
Stephanie Heckman (CRD# 4857755) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jenkintown, PA and has over 19 years of experience in the finance industry.
Charles Hillis (CRD# 835386) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Jenkintown, PA and has over 43 years of experience in the finance industry.
William Hoskins (CRD# 2138003) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jenkintown, PA and has over 32 years of experience in the finance industry. William Hoskins 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.