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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
Frederick Dunbar (CRD# 1011229) is an Investment Advisor Representative working at Planning Directions, Inc. in Glen Mills, PA and has over 41 years of experience in the finance industry.
Matthew Ellis (CRD# 5588159) is an Investment Advisor Representative working at Planning Directions, Inc. in Glen Mills, PA and has over 15 years of experience in the finance industry. Matthew Ellis 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.
Joseph Feeney (CRD# 2374099) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Glen Mills, PA and has over 30 years of experience in the finance industry.
Thomas Gale (CRD# 1858322) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Glen Mills, PA and has over 35 years of experience in the finance industry.
David Macmillan (CRD# 2845510) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Glen Mills, PA and has over 26 years of experience in the finance industry.
Mark Marinzoli (CRD# 6512457) is an Investment Advisor Representative working at Keystone Wealth Management Services Inc. in Glen Mills, PA and has over 8 years of experience in the finance industry.
William Muller (CRD# 2247363) is an Investment Advisor Representative working at Planning Directions, Inc. in Glen Mills, PA and has over 31 years of experience in the finance industry. William Muller 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.
Bruce Reeves (CRD# 2926367) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Glen Mills, PA and has over 26 years of experience in the finance industry.
William Rizzo (CRD# 1988362) is an Investment Advisor Representative working at Quantum Strategies Wealth Advisory in Glen Mills, PA and has over 30 years of experience in the finance industry.
Thomas Roycroft (CRD# 2181465) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Glen Mills, PA and has over 32 years of experience in the finance industry.