-
Distance Only Plymouth Meeting, PA
-
COMPENSATION Either
-
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
Steven La Porte (CRD# 3085305) is an Investment Advisor Representative working at Commonwealth Financial Network in Plymouth Meeting, PA and has over 25 years of experience in the finance industry.
Stuart Leibowitz (CRD# 4483111) is an Investment Advisor Representative working at Spc in Plymouth Meeting, PA and has over 22 years of experience in the finance industry.
Robert Logan (CRD# 2524134) is an Investment Advisor Representative working at Spc in Plymouth Meeting, PA and has over 29 years of experience in the finance industry.
Massimo Magliari (CRD# 2941336) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth Meeting, PA and has over 26 years of experience in the finance industry. Massimo Magliari 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.
Christen Martin (CRD# 3039118) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth Meeting, PA and has over 25 years of experience in the finance industry.
Steven Mignogna (CRD# 5421485) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 16 years of experience in the finance industry.
Peter Monahan (CRD# 1821205) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Plymouth Meeting, PA and has over 36 years of experience in the finance industry.
Keith Morris (CRD# 2574251) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Plymouth Meeting, PA and has over 29 years of experience in the finance industry.
Melissa Motz (CRD# 2682911) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth Meeting, PA and has over 28 years of experience in the finance industry. Melissa Motz 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.
Ashley Nickl (CRD# 5629014) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth Meeting, PA and has over 13 years of experience in the finance industry.