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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
Louis Pastore (CRD# 6209680) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Berwyn, PA and has over 10 years of experience in the finance industry.
Charles Pires (CRD# 2339040) is an Investment Advisor Representative working at Principal Securities, Inc. in Berwyn, PA and has over 30 years of experience in the finance industry.
Gerald Preschutti (CRD# 5613533) is an Investment Advisor Representative working at Wealth Advisory Group, Inc. in Berwyn, PA and has over 14 years of experience in the finance industry.
Andrew Reder (CRD# 1564305) is an Investment Advisor Representative working at Creative Planning in Berwyn, PA and has over 35 years of experience in the finance industry.
Catherine Reese (CRD# 2006207) is an Investment Advisor Representative working at Envestnet Pmc in Berwyn, PA and has over 23 years of experience in the finance industry.
William Renye (CRD# 4247501) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Berwyn, PA and has over 23 years of experience in the finance industry.
Kyle Rolek (CRD# 5693355) is an Investment Advisor Representative working at Rolek Retirement Planning in Berwyn, PA and has over 14 years of experience in the finance industry. Kyle Rolek 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.
Robert Rossi (CRD# 2229889) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Berwyn, PA and has over 31 years of experience in the finance industry.
Stephen Salinger (CRD# 4439464) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Berwyn, PA and has over 22 years of experience in the finance industry.
John Satterfield (CRD# 5106371) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Berwyn, PA and has over 18 years of experience in the finance industry. John Satterfield 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.