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Distance Only Warrington, 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
Michael Knipe (CRD# 5985807) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has over 12 years of experience in the finance industry.
May Lai (CRD# 5061982) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warrington, PA and has over 18 years of experience in the finance industry.
Trevor Lange (CRD# 2807761) is an Investment Advisor Representative working at Lpl Financial LLC in Warrington, PA and has over 27 years of experience in the finance industry.
Brian Lee (CRD# 6173196) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has over 11 years of experience in the finance industry.
Gerard Lemly (CRD# 2476046) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warrington, PA and has over 30 years of experience in the finance industry. Gerard Lemly 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.
Minakshi Malhotra (CRD# 4511596) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has over 22 years of experience in the finance industry.
George Mantzoros (CRD# 1071745) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has over 41 years of experience in the finance industry. George Mantzoros 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.
James McCarthy (CRD# 4910956) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has over 18 years of experience in the finance industry.
Kyle Miller (CRD# 6420160) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has over 9 years of experience in the finance industry.
Esther Miller-Smith (CRD# 6423764) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has over 8 years of experience in the finance industry.