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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
Todd Marotta (CRD# 2941362) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in King Of Prussia, PA and has over 26 years of experience in the finance industry. Todd Marotta 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.
Christine McEwan (CRD# 2698006) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 5 years of experience in the finance industry.
Ty McGilberry (CRD# 4791442) is an Investment Advisor Representative working at Pegasus Management Services LLC in King Of Prussia, PA and has over 19 years of experience in the finance industry.
Thomas McHugh (CRD# 2318008) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 10 years of experience in the finance industry.
Meghan McIntyre (CRD# 4810986) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in King Of Prussia, PA and has over 19 years of experience in the finance industry. Meghan McIntyre 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 McMahon (CRD# 2498404) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 27 years of experience in the finance industry.
James Meanix (CRD# 1289380) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in King Of Prussia, PA and has over 27 years of experience in the finance industry. James Meanix 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.
Blaise Milanek (CRD# 2552353) is an Investment Advisor Representative working at Lpl Financial LLC in King Of Prussia, PA and has over 29 years of experience in the finance industry.
Zachary Mineur (CRD# 5644639) 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.
Marlene Musso (CRD# 6256702) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 10 years of experience in the finance industry.