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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
Pascale Abi-Khattar (CRD# 5002082) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Blue Bell, PA and has over 16 years of experience in the finance industry.
James Ade (CRD# 2232297) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Blue Bell, PA and has over 24 years of experience in the finance industry.
Kenneth Ambrogi (CRD# 6515092) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 7 years of experience in the finance industry.
Timothy Bacon (CRD# 1338849) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 38 years of experience in the finance industry.
Megan Bailey (CRD# 4000814) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Blue Bell, PA and has over 24 years of experience in the finance industry.
Diane Bernhard (CRD# 4805727) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Blue Bell, PA and has over 19 years of experience in the finance industry.
Edward Borer (CRD# 26171) is an Investment Advisor Representative working at Borer Denton & Associates, Inc. in Blue Bell, PA and has over 38 years of experience in the finance industry.
Justin Capetola (CRD# 4600202) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 19 years of experience in the finance industry.
Raymond Carota (CRD# 2784250) is an Investment Advisor Representative working at Brandywine Financial Group, Inc. in Blue Bell, PA and has over 27 years of experience in the finance industry.
Michael Cianci (CRD# 4880036) is an Investment Advisor Representative working at Stonex Advisors Inc. in Blue Bell, PA and has over 19 years of experience in the finance industry. Michael Cianci 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.