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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
Joseph Rowan (CRD# 2452457) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Collegeville, PA and has over 26 years of experience in the finance industry.
Denise Satterthwaite (CRD# 2253651) is an Investment Advisor Representative working at Lpl Financial LLC in Collegeville, PA and has over 18 years of experience in the finance industry. Denise Satterthwaite 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.
William Schultz (CRD# 4194162) is an Investment Advisor Representative working at Wells Fargo Advisors in Collegeville, PA and has over 23 years of experience in the finance industry. William Schultz 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.
Shaun Small (CRD# 5397023) is an Investment Advisor Representative working at Wells Fargo Advisors in Collegeville, PA and has over 16 years of experience in the finance industry.
Peter Stratton (CRD# 2571909) is an Investment Advisor Representative working at Advice And Planning Services in Collegeville, PA and has over 24 years of experience in the finance industry.
Russell Talone (CRD# 4661030) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Collegeville, PA and has over 20 years of experience in the finance industry. Russell Talone 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.
Jason Vavra (CRD# 4141611) is an Investment Advisor Representative working at Vcm Wealth in Collegeville, PA and has over 23 years of experience in the finance industry.
Karen Vavra (CRD# 2918570) is an Investment Advisor Representative working at VCM Wealth. Ms. Vavra has over 17 years in the financial services industry. Prior to joining VCM, she has been affiliated with global asset management firms and banking organizations. Within her global asset management experience, she worked for The Vanguard Group specializing in portfolio management for non-profits, endowments and foundations. Within her banking experience, Ms. Vavra worked with nationally known financial institutions assisting them in the development of products and services offered to high net worth...
Charles Wisner (CRD# 728769) is an Investment Advisor Representative working at Alden Capital in Collegeville, PA and has over 42 years of experience in the finance industry.
Dillon Deantonio (CRD# 7127142) is an Investment Advisor Representative working at Edward Jones in Collegeville, PA and has over 4 years of experience in the finance industry.