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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
Ryan Horvath (CRD# 6830218) is an Investment Advisor Representative working at Envestnet Pmc in Berwyn, PA and has over 5 years of experience in the finance industry.
Robyn Jameson (CRD# 4571916) is an Investment Advisor Representative working at Trinity Financial Partners Ii, LLC in Berwyn, PA and has over 21 years of experience in the finance industry. Robyn Jameson 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.
Kathleen Johnson (CRD# 1966517) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Berwyn, PA and has over 33 years of experience in the finance industry.
Shane Johnson (CRD# 5533492) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Berwyn, PA and has over 15 years of experience in the finance industry.
Howard Kades (CRD# 2321734) is an Investment Advisor Representative working at Kades & Cheifetz, LLC in Berwyn, PA and has over 30 years of experience in the finance industry.
Autumn Katzenmoyer (CRD# 6260156) is an Investment Advisor Representative working at Principal Securities, Inc. in Berwyn, PA and has over 10 years of experience in the finance industry.
Daniel Kelley (CRD# 2468949) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 29 years of experience in the finance industry.
Mark Kennedy (CRD# 1205000) is an Investment Advisor Representative working at Red Spruce Capital, LLC in Berwyn, PA and has over 39 years of experience in the finance industry.
Shawn Kindt (CRD# 4559777) is an Investment Advisor Representative working at The Fairman Group, LLC in Berwyn, PA and has over 22 years of experience in the finance industry.
David Kovach (CRD# 2069842) is an Investment Advisor Representative working at Creative Planning in Berwyn, PA and has over 33 years of experience in the finance industry.