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Distance Only Media, PA
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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
Dale Morra (CRD# 7269871) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Media, PA and has over 3 years of experience in the finance industry.
Ian Murphy (CRD# 7852491) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has 1 year of experience in the finance industry.
Anittah Patrick (CRD# 7543845) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Media, PA and has 1 year of experience in the finance industry.
Charles Peterson (CRD# 7516385) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has 1 year of experience in the finance industry.
Sheena Potts (CRD# 7303774) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has 1 year of experience in the finance industry.
Kyle Slane (CRD# 7149241) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Media, PA and has over 3 years of experience in the finance industry. Kyle Slane 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.
David Vermeil (CRD# 1363951) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Media, PA and has over 38 years of experience in the finance industry.
Jason Zola (CRD# 7827471) is an Investment Advisor Representative working at Cartera Investments in Media, PA and has 1 year of experience in the finance industry.