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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
David Holin (CRD# 6798016) is an Investment Advisor Representative working at Fuhrman Management Associates, Inc. in Fort Washington, PA and has over 6 years of experience in the finance industry.
Susan Holin (CRD# 732924) is an Investment Advisor Representative working at Fuhrman Management Associates, Inc. in Fort Washington, PA and has over 42 years of experience in the finance industry. Susan Holin 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.
Enerjeta Hoxhaj (CRD# 6691540) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 6 years of experience in the finance industry.
Timothy Hussar (CRD# 5045395) is an Investment Advisor Representative working at Independent Financial Partners in Fort Washington, PA and has over 15 years of experience in the finance industry.
Alan Jacobson (CRD# 5074540) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 18 years of experience in the finance industry.
Stewart Jacobson (CRD# 1361789) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 35 years of experience in the finance industry. Stewart Jacobson 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.
Patricia Jansen (CRD# 1853615) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 30 years of experience in the finance industry.
Steve Kach (CRD# 2612189) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 28 years of experience in the finance industry.
Robert Kania (CRD# 3173909) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Fort Washington, PA and has over 24 years of experience in the finance industry. Robert Kania 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 Kennedy (CRD# 2152685) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 13 years of experience in the finance industry. Richard Kennedy 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.