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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 Bost (CRD# 6944228) is an Investment Advisor Representative working at Alpha Architect in Havertown, PA and has over 4 years of experience in the finance industry.
Kevin Conway (CRD# 4861712) is an Investment Advisor Representative working at Edward Jones in Havertown, PA and has over 18 years of experience in the finance industry. Kevin Conway 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.
Jana Fong (CRD# 7349643) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Havertown, PA and has over 2 years of experience in the finance industry.
William Russell (CRD# 6573322) is an Investment Advisor Representative working at Etf Architect in Havertown, PA and has over 8 years of experience in the finance industry.
Richard Shaner (CRD# 7339748) is an Investment Advisor Representative working at Etf Architect in Havertown, PA and has 1 year of experience in the finance industry.
Michael Valenti (CRD# 7679685) is an Investment Advisor Representative working at Cwm, LLC in Havertown, PA and has 1 year of experience in the finance industry. Michael Valenti 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.
Mark Abbonizio (CRD# 6180296) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Radnor, PA and has over 10 years of experience in the finance industry.
Joseph Abbruzzi (CRD# 1272342) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Laurel, NJ and has over 39 years of experience in the finance industry.