-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Robert Elwell (CRD# 6928290) is an Investment Advisor Representative working at Cuso Financial Services, LP in Limerick, PA and has over 5 years of experience in the finance industry.
Charles Falco (CRD# 1388119) is an Investment Advisor Representative working at Limerick Financial Group, LLC in Limerick, PA and has over 37 years of experience in the finance industry.
Christopher Haring (CRD# 4790335) is an Investment Advisor Representative working at Lpl Financial LLC in Limerick, PA and has over 18 years of experience in the finance industry.
John Kochel (CRD# 4142789) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Limerick, PA and has over 23 years of experience in the finance industry.
David Little (CRD# 2994287) is an Investment Advisor Representative working at City National Rochdale in Limerick, PA and has over 26 years of experience in the finance industry. David Little 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.
William Lorenz (CRD# 2237900) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Limerick, PA and has over 31 years of experience in the finance industry.
Matthew Shafer (CRD# 4573093) is an Investment Advisor Representative working at Key Investment Services LLC in Limerick, PA and has over 20 years of experience in the finance industry.
John Shimp (CRD# 4531208) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Limerick, PA and has over 21 years of experience in the finance industry. John Shimp 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.
Jennifer Staudenmayer (CRD# 6388859) is an Investment Advisor Representative working at Edward Jones in Limerick, PA and has over 9 years of experience in the finance industry.
Daniel White (CRD# 4952536) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Limerick, PA and has over 18 years of experience in the finance industry.