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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
Donna Goldhorn (CRD# 863369) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jenkintown, PA and has over 43 years of experience in the finance industry.
Stephanie Heckman (CRD# 4857755) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jenkintown, PA and has over 19 years of experience in the finance industry.
Charles Hillis (CRD# 835386) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Jenkintown, PA and has over 42 years of experience in the finance industry.
William Hoskins (CRD# 2138003) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jenkintown, PA and has over 32 years of experience in the finance industry. William Hoskins 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 Inserra (CRD# 4579536) is an Investment Advisor Representative working at Lincoln Investment in Jenkintown, PA and has over 21 years of experience in the finance industry.
Daniel Jones (CRD# 1134650) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Jenkintown, PA and has over 33 years of experience in the finance industry.
Michael Keenan (CRD# 1183341) is an Investment Advisor Representative working at Alvin Clay Financial Advisors, LLC in Jenkintown, PA and has over 8 years of experience in the finance industry.
Michael Keitz (CRD# 2253807) is an Investment Advisor Representative working at Keitz Investment Management Ltd. in Jenkintown, PA and has over 31 years of experience in the finance industry.
Neal Keitz (CRD# 4602558) is an Investment Advisor Representative working at Keitz Investment Management Ltd. in Jenkintown, PA and has 1 year of experience in the finance industry.
Robert Link (CRD# 728257) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Jenkintown, PA and has over 43 years of experience in the finance industry.