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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
Sherie Higgins (CRD# 4590283) is an Investment Advisor Representative working at Mml Investors Services, LLC in Kennett Square, PA and has over 8 years of experience in the finance industry.
Mark Jackson (CRD# 5070165) is an Investment Advisor Representative working at Brandywine Oak Private Wealth LLC in Kennett Square, PA and has over 16 years of experience in the finance industry. Mark Jackson 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.
Joshua Jenkins (CRD# 6161776) is an Investment Advisor Representative working at Mml Investors Services, LLC in Kennett Square, PA and has over 11 years of experience in the finance industry.
Sam John (CRD# 3064091) is an Investment Advisor Representative working at Phronimos Capital, LLC in Kennett Square, PA and has over 23 years of experience in the finance industry.
Brittany Kalsky (CRD# 6461964) is an Investment Advisor Representative working at Brandywine Oak Private Wealth LLC in Kennett Square, PA and has over 8 years of experience in the finance industry. Brittany Kalsky 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.
Debra Kriebel (CRD# 4603432) is an Investment Advisor Representative working at Cw Advisors, LLC in Kennett Square, PA and has 1 year of experience in the finance industry. Debra Kriebel 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.
Steve Maconi (CRD# 1078760) is an Investment Advisor Representative working at Brandywine Oak Private Wealth LLC in Kennett Square, PA and has over 41 years of experience in the finance industry.
David Matulewicz (CRD# 4406746) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Kennett Square, PA and has over 18 years of experience in the finance industry.
Tracy McGuire (CRD# 2084657) is an Investment Advisor Representative working at Brandywine Oak Private Wealth LLC in Kennett Square, PA and has over 33 years of experience in the finance industry. Tracy McGuire 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.
Ciara Price (CRD# 5716356) is an Investment Advisor Representative working at Lincoln Investment in Kennett Square, PA and has over 9 years of experience in the finance industry. Ciara Price 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.