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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
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.
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.
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.
Bryan Saylor (CRD# 4773858) is an Investment Advisor Representative working at Commonwealth Financial Network in Berwyn, PA and has over 20 years of experience in the finance industry. Bryan Saylor 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.
Andrew Schaffer (CRD# 6213821) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 8 years of experience in the finance industry. Andrew Schaffer 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.
Vaughn Schill (CRD# 4316656) is an Investment Advisor Representative working at Hyperion Partners, LLC in Berwyn, PA and has over 21 years of experience in the finance industry. Vaughn Schill 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 Schmauk (CRD# 1864123) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Berwyn, PA and has over 35 years of experience in the finance industry.
Christopher Schuch (CRD# 5775433) is an Investment Advisor Representative working at Mariner Wealth in Berwyn, PA and has over 13 years of experience in the finance industry. Christopher Schuch 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.