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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
Andrew Storti (CRD# 4949990) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Exton, PA and has over 18 years of experience in the finance industry.
Adam Varrenti (CRD# 4283086) is an Investment Advisor Representative working at Legacy Advisory Services, LLC in Exton, PA and has over 18 years of experience in the finance industry.
Michael Wahl (CRD# 456607) is an Investment Advisor Representative working at Mml Investors Services, LLC in Exton, PA and has over 41 years of experience in the finance industry.
Stephen Weaver (CRD# 6430891) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Exton, PA and has over 7 years of experience in the finance industry.
George Webber (CRD# 3043351) is an Investment Advisor Representative working at Prudential Financial Planning Services in Exton, PA and has over 25 years of experience in the finance industry. George Webber 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.
Richard Wiedl (CRD# 2957396) is an Investment Advisor Representative working at Legacy Advisory Services, LLC in Exton, PA and has over 26 years of experience in the finance industry. Richard Wiedl 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.
Andrew Willis (CRD# 4409403) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Exton, PA and has over 22 years of experience in the finance industry.
Katelyn Wilson (CRD# 6749638) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Exton, PA and has over 7 years of experience in the finance industry.
Joshua Winter (CRD# 5461375) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Exton, PA and has over 15 years of experience in the finance industry. Joshua Winter 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.
D. Scott Wisman (CRD# 1085875) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Exton, PA and has over 41 years of experience in the finance industry.