-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Niraj Singh (CRD# 2681193) is an Investment Advisor Representative working at Osaic Fa, Inc. in Berwyn, PA and has over 28 years of experience in the finance industry.
Philip Wagner (CRD# 4584392) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Berwyn, PA and has over 21 years of experience in the finance industry.
Justin Wentz (CRD# 6764573) is an Investment Advisor Representative working at Trinity Wealth Management, LLC in Berwyn, PA and has over 6 years of experience in the finance industry. Justin Wentz 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.
Nicholas Zamparelli (CRD# 4211322) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Berwyn, PA and has over 23 years of experience in the finance industry.
Christopher Zeoli (CRD# 3064960) is an Investment Advisor Representative working at Onedigital Investment Advisors in Berwyn, PA and has over 5 years of experience in the finance industry.
Carter Zerweck (CRD# 7288636) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Berwyn, PA and has over 3 years of experience in the finance industry.
Mark Abbonizio (CRD# 6180296) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Radnor, PA and has over 10 years of experience in the finance industry.
Brandon Abe (CRD# 6436358) is an Investment Advisor Representative working at Planning Capital Management Corp. in Paoli, PA and has 1 year of experience in the finance industry. Brandon Abe 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.