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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
Ho-tae Chang (CRD# 2267408) is an Investment Advisor Representative working at Bcg Securities, Inc. in Lower Gwynedd, PA and has over 31 years of experience in the finance industry. Ho-tae Chang 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.
Robert Held (CRD# 1017651) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Lower Gwynedd, PA and has over 39 years of experience in the finance industry.
Kevin McGonagle (CRD# 2096290) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Lower Gwynedd, PA and has over 33 years of experience in the finance industry.
Richard Disammartino (CRD# 726204) is an Investment Advisor Representative working at Lpl Financial LLC in Lower Gwynedd, PA and has over 41 years of experience in the finance industry.
Inas Abas (CRD# 4330102) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Mertztown, PA and has 1 year of experience in the finance industry.
Mark Abbonizio (CRD# 6180296) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Radnor, PA and has over 10 years of experience in the finance industry.
Joseph Abbruzzi (CRD# 1272342) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Laurel, NJ and has over 39 years of experience in the finance industry.
Mona Abdel-Malek (CRD# 5910056) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 12 years of experience in the finance industry.