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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
Matthew Hagopian (CRD# 7350947) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 3 years of experience in the finance industry.
Eric Heishman (CRD# 5294722) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 16 years of experience in the finance industry.
Marc Horowitz (CRD# 6337285) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 8 years of experience in the finance industry.
Felicia Jones (CRD# 6450471) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Media, PA and has over 9 years of experience in the finance industry.
Keith Kepplinger (CRD# 7206160) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Media, PA and has over 4 years of experience in the finance industry.
Myriah Lipke (CRD# 7352910) is an Investment Advisor Representative working at Stone Pine Financial Partners in Media, PA and has 1 year of experience in the finance industry. Myriah Lipke 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.
James Lynch (CRD# 2156442) is an Investment Advisor Representative working at Lynch Investment Planning, LLC in Media, PA and has over 32 years of experience in the finance industry. James Lynch 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.
Joseph Mallon (CRD# 7374314) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Media, PA and has over 2 years of experience in the finance industry.
Patrick McCartney (CRD# 7569240) 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.
Bryan Messick (CRD# 7158515) is an Investment Advisor Representative working at Edward Jones in Media, PA and has over 4 years of experience in the finance industry.