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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
Joseph Amendolara (CRD# 2408246) is an Investment Advisor Representative working at City Investment Advisors, Inc. in Langhorne, PA and has over 30 years of experience in the finance industry.
James Bell (CRD# 2653950) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Langhorne, PA and has over 23 years of experience in the finance industry. James Bell 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.
Daniel Benster (CRD# 2525690) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Hope, PA and has over 21 years of experience in the financial advisory business.
Aaron Borstein (CRD# 4515374) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Langhorne, PA and has over 21 years of experience in the finance industry. Aaron Borstein 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.
Jenna Breslin (CRD# 5384867) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Langhorne, PA and has over 13 years of experience in the finance industry.
Christopher Browne (CRD# 6251644) is an Investment Advisor Representative working at United Capital Financial Advisors in Langhorne, PA and has over 8 years of experience in the finance industry.
Dean Chalela (CRD# 2369311) is an Investment Advisor Representative working at Lpl Financial LLC in Langhorne, PA and has over 25 years of experience in the finance industry.
Andrew Connolly (CRD# 6299233) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Langhorne, PA and has over 9 years of experience in the finance industry. Andrew Connolly 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.
Bryan Connolly (CRD# 1621121) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Langhorne, PA and has over 37 years of experience in the finance industry. Bryan Connolly 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.
Kelly Crisci (CRD# 5587011) is an Investment Advisor Representative working at Creativeone Securities, LLC in Langhorne, PA and has over 13 years of experience in the finance industry.