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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
Susan Allen (CRD# 1000420) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Newtown, PA and has over 42 years of experience in the finance industry. Susan Allen 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.
Stephen Allerti (CRD# 6045146) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Staten Island, NY and has over 11 years of experience in the finance industry.
David Allon (CRD# 1280017) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wayne, PA and has over 25 years of experience in the finance industry.
Amber Almeida (CRD# 4957250) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mount Laurel, NJ and has over 18 years of experience in the finance industry.
Andrew Alter (CRD# 6001039) is an Investment Advisor Representative working at Forum Financial Management, LP in Manalapan, NJ and has 1 year of experience in the finance industry. Andrew Alter 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.
Howard Alter (CRD# 2255826) is an Investment Advisor Representative working at Roundview Capital, LLC in Princeton, NJ and has over 31 years of experience in the finance industry.
Ashley Altman (CRD# 5983268) is an Investment Advisor Representative working at Lpl Financial LLC in Iselin, NJ and has over 12 years of experience in the finance industry.
Peter Altman (CRD# 1012713) is an Investment Advisor Representative working at Altman Investment Management LLC in Princeton, NJ and has over 31 years of experience in the finance industry.
Brian Altmann (CRD# 4772661) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mount Laurel, NJ and has over 19 years of experience in the finance industry.
George Altmeyer (CRD# 5497439) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 11 years of experience in the finance industry.