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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
Thomas Percetti (CRD# 6538532) is an Investment Advisor Representative working at Equitable Advisors, LLC in Harleysville, PA and has over 8 years of experience in the finance industry.
Charles Porter (CRD# 4929477) is an Investment Advisor Representative working at Canon Capital Investment Advisory in Harleysville, PA and has over 18 years of experience in the finance industry.
Matthew Rittenhouse (CRD# 4550077) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 21 years of experience in the finance industry. Matthew Rittenhouse 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.
Lance Rosina (CRD# 6180424) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 9 years of experience in the finance industry.
Gary Sanson (CRD# 2329819) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Harleysville, PA and has over 31 years of experience in the finance industry. Gary Sanson 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.
Steven Sanson (CRD# 2950443) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Harleysville, PA and has over 26 years of experience in the finance industry.
Anthony Sergio (CRD# 2576955) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Harleysville, PA and has over 29 years of experience in the finance industry.
Anthony Sergio (CRD# 6286613) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Harleysville, PA and has over 8 years of experience in the finance industry.
Roger Small (CRD# 2678611) is an Investment Advisor Representative working at Canon Capital Investment Advisory in Harleysville, PA and has over 28 years of experience in the finance industry.
Patricia Webb (CRD# 4332751) is an Investment Advisor Representative working at Canon Capital Investment Advisory in Harleysville, PA and has over 24 years of experience in the finance industry.