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Distance Only Plymouth Meeting, 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
Joan Greenspon (CRD# 5208549) is an Investment Advisor Representative working at Edelman Financial Engines in Plymouth Meeting, PA and has over 17 years of experience in the finance industry. Joan Greenspon 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.
Marva Hardnett (CRD# 4563853) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth Meeting, PA and has over 21 years of experience in the finance industry.
Natalie Hodak (CRD# 5156268) is an Investment Advisor Representative working at Commonwealth Financial Network in Plymouth Meeting, PA and has over 17 years of experience in the finance industry.
Thomas Holt (CRD# 1114182) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 25 years of experience in the finance industry.
Andrew Hylan (CRD# 5037278) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth Meeting, PA and has over 18 years of experience in the finance industry.
Ursula Johnson (CRD# 4128630) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth Meeting, PA and has over 23 years of experience in the finance industry.
Trevon Kanavy (CRD# 4433317) is an Investment Advisor Representative working at Brokers Financial in Plymouth Meeting, PA and has over 22 years of experience in the finance industry.
Eric Kelman (CRD# 2754975) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth Meeting, PA and has over 27 years of experience in the finance industry. Eric Kelman 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.
Thomas Kopsie (CRD# 2038090) is an Investment Advisor Representative working at Gwn Securities Inc. in Plymouth Meeting, PA and has over 29 years of experience in the finance industry.
John Krol (CRD# 2580228) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 29 years of experience in the finance industry.