-
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
Matthew McGroarty (CRD# 3046687) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Berwyn, PA and has over 25 years of experience in the finance industry.
Thomas McGroarty (CRD# 817454) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Berwyn, PA and has over 37 years of experience in the finance industry.
James McGuire (CRD# 2215315) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Berwyn, PA and has over 31 years of experience in the finance industry.
Megan Mead (CRD# 5320688) is an Investment Advisor Representative working at Envestnet Pmc in Berwyn, PA and has over 16 years of experience in the finance industry.
David Minarcik (CRD# 5631859) is an Investment Advisor Representative working at Commonwealth Financial Network in Berwyn, PA and has over 14 years of experience in the finance industry.
Douglas Morisoli (CRD# 1341003) is an Investment Advisor Representative working at The Fairman Group, LLC in Berwyn, PA and has over 28 years of experience in the finance industry. Douglas Morisoli 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.
Stephen Morris (CRD# 2513758) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Berwyn, PA and has over 26 years of experience in the finance industry.
Ross Muldoon (CRD# 5243220) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 16 years of experience in the finance industry. Ross Muldoon 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.
James Nesbitt (CRD# 4454935) is an Investment Advisor Representative working at Commonwealth Financial Network in Berwyn, PA and has over 22 years of experience in the finance industry.
David Newcomb (CRD# 2671317) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 22 years of experience in the finance industry.