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Distance Only Aston, 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
Benjamin Chambers (CRD# 5079991) is an Investment Advisor Representative working at Elevation Wealth LLC in Aston, PA and has over 18 years of experience in the finance industry. Benjamin Chambers 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.
Jerome Fiordimondo (CRD# 1034641) is an Investment Advisor Representative working at Prudential Financial Planning Services in Aston, PA and has over 37 years of experience in the finance industry.
Marcus Minsky (CRD# 6097779) is an Investment Advisor Representative working at Sofi Wealth LLC in Aston, PA and has over 11 years of experience in the finance industry. Marcus Minsky 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.
Edward Ranieri (CRD# 3174433) is an Investment Advisor Representative working at Lpl Financial LLC in Aston, PA and has over 25 years of experience in the finance industry.
Peter Schmidt (CRD# 1219354) is an Investment Advisor Representative working at Lpl Financial LLC in Aston, PA and has over 34 years of experience in the finance industry.
Jason McWilliams (CRD# 7507810) is an Investment Advisor Representative working at Jrm Tax & Wealth Management, LLC in Aston, PA and has 1 year of experience in the finance industry. Jason McWilliams 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.