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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
Marc Balcer (CRD# 2857017) is an Investment Advisor Representative working at Girard Advisory Services, LLC in King Of Prussia, PA and has over 26 years of experience in the finance industry.
Steven Beylis (CRD# 5194944) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in King Of Prussia, PA and has over 17 years of experience in the finance industry.
Peter Cazamias (CRD# 7363404) is an Investment Advisor Representative working at Ethos Financial Group, LLC in King Of Prussia, PA and has over 2 years of experience in the finance industry.
George Christiani (CRD# 1942077) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in King Of Prussia, PA and has over 29 years of experience in the finance industry. George Christiani 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.
Timothy Dorazio (CRD# 6600237) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 8 years of experience in the finance industry.
Timothy Drake (CRD# 3208619) is an Investment Advisor Representative working at Pegasus Management Services LLC in King Of Prussia, PA and has over 3 years of experience in the finance industry.
Jill Dreibelbis (CRD# 7628728) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in King Of Prussia, PA and has 1 year of experience in the finance industry.
Dionnie Edwards (CRD# 6444857) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in King Of Prussia, PA and has over 8 years of experience in the finance industry.
Albania Espinal (CRD# 6323454) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in King Of Prussia, PA and has over 9 years of experience in the finance industry. Albania Espinal 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.
Marisa Facciolo (CRD# 5881891) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in King Of Prussia, PA and has over 2 years of experience in the finance industry.