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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
Charles Shimer (CRD# 2147235) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Center Valley, PA and has over 30 years of experience in the finance industry.
Joseph Sivel (CRD# 2800925) is an Investment Advisor Representative working at Mariner Wealth in Center Valley, PA and has over 27 years of experience in the finance industry.
Matthew Staples (CRD# 4416737) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Center Valley, PA and has over 22 years of experience in the finance industry.
Peter Succoso (CRD# 1798811) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Center Valley, PA and has over 25 years of experience in the finance industry.
John Sullivan (CRD# 704477) is an Investment Advisor Representative working at Capital Planning Wealth Management in Center Valley, PA and has over 44 years of experience in the finance industry.
Scott Sylvainus (CRD# 6071696) is an Investment Advisor Representative working at Mml Investors Services, LLC in Center Valley, PA and has over 11 years of experience in the finance industry.
Edward Tierney (CRD# 2012774) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Center Valley, PA and has over 34 years of experience in the finance industry.
William Travis (CRD# 4272706) 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.
Ralph Wasiakowski (CRD# 4663830) is an Investment Advisor Representative working at Brightside Wealth Planning, LLC in Center Valley, PA and has over 20 years of experience in the finance industry.
Alan Wolman (CRD# 2006916) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Center Valley, PA and has over 30 years of experience in the finance industry.