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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
Christopher Mallon (CRD# 6702234) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Huntingdon Valley, PA and has over 6 years of experience in the finance industry. Christopher Mallon 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 Palmer (CRD# 5104188) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Huntingdon Valley, PA and has over 18 years of experience in the finance industry.
Mario Pelosi (CRD# 2775070) is an Investment Advisor Representative working at Time Investments, LLC in Huntingdon Valley, PA and has over 27 years of experience in the finance industry.
Robert Ratti (CRD# 708681) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Huntingdon Valley, PA and has over 43 years of experience in the finance industry. Robert Ratti 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.
Irvin Schorsch (CRD# 1051228) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Huntingdon Valley, PA and has over 41 years of experience in the finance industry. Irvin Schorsch 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.
James Spindler (CRD# 2342168) is an Investment Advisor Representative working at Summit Investment Advisory Group LLC in Huntingdon Valley, PA and has over 30 years of experience in the finance industry. James Spindler 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.
Donna Zanetti (CRD# 1518208) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Huntingdon Valley, PA and has over 37 years of experience in the finance industry.
Ryan Connors (CRD# 3173346) is an Investment Advisor Representative working at Northcoast Research Partners, LLC in Huntingdon Valley, PA and has over 18 years of experience in the finance industry.
Ian Dougherty (CRD# 7313665) is an Investment Advisor Representative working at Lpl Financial LLC in Huntingdon Valley, PA and has 1 year of experience in the finance industry.
John Marotta (CRD# 7443581) is an Investment Advisor Representative working at Summit Investment Advisory Group LLC in Huntingdon Valley, PA and has over 2 years of experience in the finance industry.