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Distance Only Springfield, 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
James Catanese (CRD# 1360568) is an Investment Advisor Representative working at Commonwealth Financial Network in Springfield, PA and has over 32 years of experience in the finance industry.
Daniel Dougherty (CRD# 1428113) is an Investment Advisor Representative working at Horter Investment Management, LLC in Springfield, PA and has over 38 years of experience in the finance industry.
John Endres (CRD# 4587543) is an Investment Advisor Representative working at Paragon Capital Advisors, LLC in Springfield, PA and has 1 year of experience in the finance industry.
James Flanagan (CRD# 4093673) is an Investment Advisor Representative working at Avantax Advisory Services in Springfield, PA and has over 23 years of experience in the finance industry. James Flanagan 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.
Bruce Hunt (CRD# 2708731) is an Investment Advisor Representative working at Rose Valley Asset Management LLC in Springfield, PA and has over 27 years of experience in the finance industry.
Derek Koffel (CRD# 5172149) is an Investment Advisor Representative working at Edward Jones in Springfield, PA and has over 17 years of experience in the finance industry.
Jeffrey Pelesh (CRD# 2679929) is an Investment Advisor Representative working at Principal Securities, Inc. in Springfield, PA and has over 28 years of experience in the finance industry.
Joseph Sillo (CRD# 6117998) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Springfield, PA and has over 10 years of experience in the finance industry.