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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
Michael Wisman (CRD# 5473144) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Exton, PA and has over 12 years of experience in the finance industry.
Edward Wood (CRD# 3181202) is an Investment Advisor Representative working at Mml Investors Services, LLC in Exton, PA and has over 25 years of experience in the finance industry. Edward Wood 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.
Jonathan Wood (CRD# 4704869) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Exton, PA and has over 17 years of experience in the finance industry.
Benjamin Zajac (CRD# 4814708) is an Investment Advisor Representative working at Commonwealth Financial Network in Exton, PA and has over 12 years of experience in the finance industry. Benjamin Zajac 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.
Daniel Zajac (CRD# 4748619) is an Investment Advisor Representative working at Commonwealth Financial Network in Exton, PA and has over 19 years of experience in the finance industry. Daniel Zajac 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 Zajac (CRD# 2855766) is an Investment Advisor Representative working at Commonwealth Financial Network in Exton, PA and has over 27 years of experience in the finance industry. Richard Zajac 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 Zeplin (CRD# 6254915) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Exton, PA and has over 8 years of experience in the finance industry.
Edward Zobian (CRD# 2847951) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Exton, PA and has over 26 years of experience in the finance industry.
Nicholas Amalfitano (CRD# 6631053) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Exton, PA and has over 5 years of experience in the finance industry.
Laura Banes (CRD# 7171250) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Exton, PA and has 1 year of experience in the finance industry.