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Distance Only Center Valley, PA
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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
John Levis (CRD# 2326190) is an Investment Advisor Representative working at Mb, Levis & Associates,llc in Center Valley, PA and has over 30 years of experience in the finance industry. John Levis 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.
Kenneth Mackenzie (CRD# 2229177) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Center Valley, PA and has over 27 years of experience in the finance industry.
Joseph Mallee (CRD# 4231618) is an Investment Advisor Representative working at Mml Investors Services, LLC in Center Valley, PA and has over 23 years of experience in the finance industry.
Steve Marciniak (CRD# 4154796) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Center Valley, PA and has over 24 years of experience in the finance industry.
Philip Mason (CRD# 5054213) is an Investment Advisor Representative working at Mml Investors Services, LLC in Center Valley, PA and has over 10 years of experience in the finance industry.
Robert Meuser (CRD# 3223252) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Center Valley, PA and has over 24 years of experience in the finance industry.
Gloria Mondschein (CRD# 4452894) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Center Valley, PA and has over 21 years of experience in the finance industry.
David Morton (CRD# 2116850) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Center Valley, PA and has over 32 years of experience in the finance industry.
Jonathan Mull (CRD# 6584101) is an Investment Advisor Representative working at Mml Investors Services, LLC in Center Valley, PA and has over 8 years of experience in the finance industry.
Christopher Myers (CRD# 2114383) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Center Valley, PA and has over 33 years of experience in the finance industry.