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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
Timothy Flatley (CRD# 1171110) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 40 years of experience in the finance industry.
Chad Friedman (CRD# 5498283) is an Investment Advisor Representative working at Wells Fargo Advisors in Berwyn, PA and has over 16 years of experience in the finance industry. Chad Friedman 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 Friedman (CRD# 1101794) is an Investment Advisor Representative working at Wells Fargo Advisors in Berwyn, PA and has over 40 years of experience in the finance industry.
Arthur Frohner (CRD# 1163746) is an Investment Advisor Representative working at Morgan Stanley in Berwyn, PA and has over 40 years of experience in the finance industry.
Edward Fuchs (CRD# 4975969) is an Investment Advisor Representative working at Fuchs Financial Planning in Berwyn, PA and has 1 year of experience in the finance industry. Edward Fuchs 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.
Jennifer Garrett (CRD# 1628496) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 31 years of experience in the finance industry.
Christopher Gillespie (CRD# 2052912) is an Investment Advisor Representative working at Azarias Capital Management, LP in Berwyn, PA and has 1 year of experience in the finance industry.
Alan Glassey (CRD# 2028471) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Berwyn, PA and has over 34 years of experience in the finance industry.
Christian Grude (CRD# 1733168) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 36 years of experience in the finance industry.
Francis Haas (CRD# 3156985) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Berwyn, PA and has over 25 years of experience in the finance industry.