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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
Susan Allan (CRD# 4247593) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Conshohocken, PA and has over 23 years of experience in the finance industry. Susan Allan 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.
Dennis Allen (CRD# 2955293) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Glenside, PA and has over 17 years of experience in the finance industry. Dennis Allen 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.
Barth Allgeier (CRD# 5650761) is an Investment Advisor Representative working at Edward Jones in Ambler, PA and has over 14 years of experience in the finance industry.
Abhishek Amatya (CRD# 5475713) is an Investment Advisor Representative working at Weik Capital Management in Wyomissing, PA and has over 11 years of experience in the finance industry.
Kenneth Ambrogi (CRD# 6515092) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 7 years of experience in the finance industry.
Adam Amorn (CRD# 5798021) is an Investment Advisor Representative working at Premier Prosperity Advisors LLC in Fort Washington, PA and has over 12 years of experience in the finance industry.
Colin Anderson (CRD# 4939373) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bethlehem, PA and has over 18 years of experience in the finance industry.
Debra Anderson (CRD# 4986860) is an Investment Advisor Representative working at Principal Securities, Inc. in East Norriton, PA and has over 18 years of experience in the finance industry.
John Anderson (CRD# 2818878) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Dublin, PA and has over 26 years of experience in the finance industry.
Nicole Andre (CRD# 4670873) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Center Valley, PA and has over 19 years of experience in the finance industry.