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Distance Only Villanova, 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
Joseph Auteri (CRD# 2390615) is an Investment Advisor Representative working at Eagle Strategies LLC in Villanova, PA and has over 29 years of experience in the finance industry.
Jason Devlin (CRD# 5009352) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Villanova, PA and has over 17 years of experience in the finance industry.
Reid Miller (CRD# 2321797) is an Investment Advisor Representative working at Millergroup Investments LLC in Villanova, PA and has over 11 years of experience in the finance industry.
Colby Moneta (CRD# 6359131) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Villanova, PA and has over 9 years of experience in the finance industry.
Philip Schrode (CRD# 4549371) is an Investment Advisor Representative working at Guggenheim Investments in Villanova, PA and has over 21 years of experience in the finance industry.
Keith Telesca (CRD# 4223682) is an Investment Advisor Representative working at Equity Investment Corp in Villanova, PA and has over 23 years of experience in the finance industry. Keith Telesca 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.
Michael Vergari (CRD# 6585592) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Villanova, PA and has over 7 years of experience in the finance industry.
James Wingerter (CRD# 4080069) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Villanova, PA and has over 21 years of experience in the finance industry.
Peter Ayoub (CRD# 4785108) is an Investment Advisor Representative working at Principal Asset Management in Villanova, PA and has over 19 years of experience in the finance industry. Peter Ayoub 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.
Joseph Cesario (CRD# 7715696) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Villanova, PA and has 1 year of experience in the finance industry.