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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
Catherine Allen-Carlozo (CRD# 1518104) is an Investment Advisor Representative working at Hfm Investment Advisors, LLC in Glassboro, NJ and has over 29 years of experience in the finance industry. Catherine Allen-Carlozo 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.
Annette Allison-Campbell (CRD# 4359486) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Wilmington, DE and has over 8 years of experience in the finance industry.
David Alshay (CRD# 2269943) is an Investment Advisor Representative working at Lpl Financial LLC in Sewell, NJ and has over 31 years of experience in the finance industry. David Alshay 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.
Stacey Altemus (CRD# 4347961) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 10 years of experience in the finance industry.
Michael Alvini (CRD# 5096385) is an Investment Advisor Representative working at Lpl Financial LLC in Wilmington, DE and has over 18 years of experience in the finance industry. Michael Alvini 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.
Brian Amend (CRD# 6913613) is an Investment Advisor Representative working at Keystate Advisory, LLC in Wilmington, DE and has over 6 years of experience in the finance industry.
John Anagnos (CRD# 4284386) is an Investment Advisor Representative working at Aetolia Capital LLC in Hockessin, DE and has over 23 years of experience in the finance industry.
Jill Angstadt-Truesdell (CRD# 2339863) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, DE and has over 30 years of experience in the finance industry.
Andrea Argue (CRD# 4853008) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 19 years of experience in the finance industry. Andrea Argue 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.
Scot Armstrong (CRD# 2826821) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, DE and has over 27 years of experience in the finance industry.