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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
Jessica Morrow (CRD# 6250525) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 8 years of experience in the finance industry.
Steven Mueller (CRD# 6112913) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 10 years of experience in the finance industry.
John Myers (CRD# 3003577) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Fort Washington, PA and has over 26 years of experience in the finance industry. John Myers 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.
Edward O'donoghue (CRD# 4302605) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 23 years of experience in the finance industry.
Daniel O'sullivan (CRD# 2780699) is an Investment Advisor Representative working at Global Retirement Partners LLC in Fort Washington, PA and has over 26 years of experience in the finance industry.
Ellen Osthus (CRD# 5841237) is an Investment Advisor Representative working at Equita Financial Network, Inc. in Fort Washington, PA and has over 12 years of experience in the finance industry. Ellen Osthus 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.
Bonnie Ovnicek (CRD# 1068021) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 29 years of experience in the finance industry.
Cauldon Quinn (CRD# 4530968) is an Investment Advisor Representative working at Bancroft Capital, LLC in Fort Washington, PA and has over 14 years of experience in the finance industry.
Julian Romeu (CRD# 5969103) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 12 years of experience in the finance industry.
Dennis Rosadio (CRD# 4193670) 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.