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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
Amir Shahpari (CRD# 4184018) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Berwyn, PA and has over 22 years of experience in the finance industry.
Scott Sheffer (CRD# 3109236) is an Investment Advisor Representative working at Carnegie Wealth Management, LLC in Berwyn, PA and has over 25 years of experience in the finance industry.
Michelle Siano (CRD# 4085204) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 19 years of experience in the finance industry.
Jonathan Smith (CRD# 4843601) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 19 years of experience in the finance industry. Jonathan Smith 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.
William Stanley (CRD# 708205) is an Investment Advisor Representative working at Stanley-laman Group Ltd. in Berwyn, PA and has over 41 years of experience in the finance industry.
Brian Sullivan (CRD# 1720097) is an Investment Advisor Representative working at Bcg Securities, Inc. in Berwyn, PA and has over 36 years of experience in the finance industry.
David Sun (CRD# 1849131) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 35 years of experience in the finance industry.
Nicholas Sun (CRD# 6908936) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 6 years of experience in the finance industry.
Michael Troy (CRD# 2146060) is an Investment Advisor Representative working at Principal Securities, Inc. in Berwyn, PA and has over 32 years of experience in the finance industry.
Edward Trumpbour (CRD# 1432494) is an Investment Advisor Representative working at Villanova Investment Management Company, LLC in Berwyn, PA and has over 27 years of experience in the finance industry.