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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
Ilona Brandt-Tom (CRD# 1107492) is an Investment Advisor Representative working at Park Avenue Securities LLC in Wilmington, DE and has over 29 years of experience in the finance industry.
Mark Bredin (CRD# 815422) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in West Chester, PA and has over 40 years of experience in the finance industry.
Michael Bree (CRD# 2061318) is an Investment Advisor Representative working at Pillar Wealth Advisors, LLC in West Chester, PA and has over 33 years of experience in the finance industry. Michael Bree 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.
Raymond Bree (CRD# 727473) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newark, DE and has over 31 years of experience in the finance industry.
Jeffrey Brendle (CRD# 2895725) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Wilmington, DE and has over 26 years of experience in the finance industry.
Patricia Brennan (CRD# 1454607) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 38 years of experience in the finance industry. Patricia Brennan 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.
Shane Brennan (CRD# 5870870) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in West Chester, PA and has over 13 years of experience in the finance industry.
William Brennan (CRD# 1163914) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Wilmington, DE and has over 26 years of experience in the finance industry. William Brennan 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 Briglia (CRD# 6052098) is an Investment Advisor Representative working at Pillar Wealth Advisors, LLC in West Chester, PA and has over 12 years of experience in the finance industry. Michael Briglia 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.
Peggy Bruce (CRD# 6892320) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in West Chester, PA and has over 6 years of experience in the finance industry.