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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
Amar Mehta (CRD# 5675945) is an Investment Advisor Representative working at Wells Fargo Advisors in Doylestown, PA and has over 14 years of experience in the finance industry. Amar Mehta 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.
Gregory Micheals (CRD# 6581888) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Doylestown, PA and has over 7 years of experience in the finance industry.
Timothy Mickey (CRD# 1028056) is an Investment Advisor Representative working at Aviso Wealth Management in Doylestown, PA and has over 42 years of experience in the finance industry. Timothy Mickey 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.
Steven Miller (CRD# 1009806) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Doylestown, PA and has over 42 years of experience in the finance industry.
Lindsey Minissale (CRD# 6749618) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Doylestown, PA and has over 6 years of experience in the finance industry.
Robert Morse (CRD# 2535283) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Doylestown, PA and has over 29 years of experience in the finance industry.
Jonathan Moyer (CRD# 4388387) is an Investment Advisor Representative working at Cwm, LLC in Doylestown, PA and has over 16 years of experience in the finance industry. Jonathan Moyer 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 Muntz (CRD# 3236250) is an Investment Advisor Representative working at Muntz Financial, LLC in Doylestown, PA and has over 24 years of experience in the finance industry.
Paula Nangle (CRD# 5269724) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 17 years of experience in the finance industry. Paula Nangle 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.
Michael Neft (CRD# 345660) is an Investment Advisor Representative working at Duke And Duke Wealth Management LLC in Doylestown, PA and has over 35 years of experience in the finance industry.