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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
Paul Dunn (CRD# 5413486) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Conshohocken, PA and has over 16 years of experience in the finance industry.
Steven Dunn (CRD# 6432746) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Conshohocken, PA and has over 9 years of experience in the finance industry.
Ann Finnerty (CRD# 5917817) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 11 years of experience in the finance industry. Ann Finnerty 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.
Matthew Fiori (CRD# 6245653) is an Investment Advisor Representative working at Equitable Advisors, LLC in Conshohocken, PA and has over 10 years of experience in the finance industry.
David Fleisher Ii (CRD# 1845151) is an Investment Advisor Representative working at Equitable Advisors, LLC in Conshohocken, PA and has over 32 years of experience in the finance industry.
Jonathon Forcheskie (CRD# 6795709) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Conshohocken, PA and has over 6 years of experience in the finance industry.
Brandon Friday (CRD# 5567890) is an Investment Advisor Representative working at Equitable Advisors, LLC in Conshohocken, PA and has over 15 years of experience in the finance industry.
Ryan Fuehrer (CRD# 6100826) is an Investment Advisor Representative working at Equitable Advisors, LLC in Conshohocken, PA and has over 10 years of experience in the finance industry.
Guido Gaeffke (CRD# 4837905) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Conshohocken, PA and has over 19 years of experience in the finance industry.
Robert Gaines (CRD# 5546061) is an Investment Advisor Representative working at Equitable Advisors, LLC in Conshohocken, PA and has over 15 years of experience in the finance industry.