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Distance Metro area (25 miles)
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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
David Iobst (CRD# 3200819) is an Investment Advisor Representative working at Lifemark Securities Corp. in Bear, DE and has over 24 years of experience in the finance industry. David Iobst 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.
Jayakumar Muthukamatchi (CRD# 5614522) is an Investment Advisor Representative working at Ll Investments Group LLC in Bear, DE and has over 14 years of experience in the finance industry.
Kalyan Raman (CRD# 831032) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Bear, DE and has over 39 years of experience in the finance industry.
David Vari (CRD# 5619547) is an Investment Advisor Representative working at Pnc Investments in Bear, DE and has over 15 years of experience in the finance industry.
Brad Abel (CRD# 6237585) is an Investment Advisor Representative working at Edward Jones in West Chester, PA and has over 10 years of experience in the finance industry.
John Abood (CRD# 2629855) is an Investment Advisor Representative working at Investment Management & Planning LLC in Greenville, DE and has over 28 years of experience in the finance industry. John Abood 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.
Patrick Abrunzo (CRD# 5732138) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 13 years of experience in the finance industry.
O Emmanuel Adepoju-Grace (CRD# 4637991) is an Investment Advisor Representative working at Citizens Securities, Inc. in New Castle, DE and has over 11 years of experience in the finance industry.
Jeffery Ahrens (CRD# 4310343) is an Investment Advisor Representative working at Gladstone Wealth Partners in Medford, NJ and has over 23 years of experience in the finance industry. Jeffery Ahrens 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 Aiken (CRD# 2333177) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wilmington, DE and has over 31 years of experience in the finance industry.