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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 Logan (CRD# 5500490) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Exton, PA and has over 15 years of experience in the finance industry.
Michael Lynch (CRD# 2402321) is an Investment Advisor Representative working at Mml Investors Services, LLC in Exton, PA and has over 30 years of experience in the finance industry. Michael Lynch 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.
Bing Ma (CRD# 4663998) is an Investment Advisor Representative working at Prudential Financial Planning Services in Exton, PA and has over 20 years of experience in the finance industry.
Dominic Marinucci (CRD# 4685771) is an Investment Advisor Representative working at Mml Investors Services, LLC in Exton, PA and has over 13 years of experience in the finance industry.
Christopher Martin (CRD# 4811199) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Exton, PA and has over 19 years of experience in the finance industry. Christopher Martin 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.
George Mastrogiorgos (CRD# 4677152) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Exton, PA and has over 20 years of experience in the finance industry.
Kevin McDermott (CRD# 1973717) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Exton, PA and has over 34 years of experience in the finance industry.
Lawrence McHugh (CRD# 5254666) is an Investment Advisor Representative working at Mml Investors Services, LLC in Exton, PA and has over 9 years of experience in the finance industry.
Klaus Miller (CRD# 857322) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Exton, PA and has over 38 years of experience in the finance industry.
Leslie Montana (CRD# 6081841) is an Investment Advisor Representative working at Lpl Financial LLC in Exton, PA and has over 10 years of experience in the finance industry. Leslie Montana 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.