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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
Andrew Zimmerman (CRD# 5117248) is an Investment Advisor Representative working at Dt Investment Partners, LLC in Chadds Ford, PA and has 1 year of experience in the finance industry.
Laurie Bodisch (CRD# 1562912) is an Investment Advisor Representative working at Dt Investment Partners, LLC in Chadds Ford, PA and has over 35 years of experience in the finance industry.
Tyler Burns (CRD# 7293847) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Chadds Ford, PA and has over 2 years of experience in the finance industry. Tyler Burns 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.
Jennifer Giles (CRD# 3133271) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chadds Ford, PA and has over 18 years of experience in the finance industry.
Brendan Keane (CRD# 7796333) is an Investment Advisor Representative working at Smithbridge Asset Management, Inc. in Chadds Ford, PA and has 1 year of experience in the finance industry.
William Kreicker (CRD# 2554088) is an Investment Advisor Representative working at Chadds Ford Wealth Partners, LLC in Chadds Ford, PA and has over 29 years of experience in the finance industry.
Erin Lacey (CRD# 6620145) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chadds Ford, PA and has over 2 years of experience in the finance industry.
Denise Schatz (CRD# 7695139) is an Investment Advisor Representative working at Commonwealth Financial Network in Chadds Ford, PA and has 1 year of experience in the finance industry.
Susan Sechter (CRD# 1500796) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chadds Ford, PA and has over 37 years of experience in the finance industry.
Douglas Waltz (CRD# 7529014) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Chadds Ford, PA and has 1 year of experience in the finance industry.