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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 Auteri (CRD# 2390615) is an Investment Advisor Representative working at Eagle Strategies LLC in Villanova, PA and has over 29 years of experience in the finance industry.
Don Avgerinos (CRD# 4267162) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 23 years of experience in the finance industry.
Evan Avgerinos (CRD# 2496249) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 29 years of experience in the finance industry.
Joseph Azzara (CRD# 2540104) is an Investment Advisor Representative working at Wells Fargo Advisors in Collegeville, PA and has over 29 years of experience in the finance industry. Joseph Azzara 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.
David Babcock (CRD# 2091138) is an Investment Advisor Representative working at Equitable Advisors, LLC in Paradise, PA and has over 33 years of experience in the finance industry.
Michael Bacchini (CRD# 4193173) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Exton, PA and has over 23 years of experience in the finance industry.
Timothy Bacon (CRD# 1338849) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 39 years of experience in the finance industry.
Brian Badgley (CRD# 4421352) is an Investment Advisor Representative working at Pathstone in Newtown Square, PA and has over 18 years of experience in the finance industry.
Samuel Baez (CRD# 5726041) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 14 years of experience in the finance industry. Samuel Baez 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 Bagell (CRD# 5583979) is an Investment Advisor Representative working at Lpl Financial LLC in Ardmore, PA and has over 15 years of experience in the finance industry.