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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
Lee Berger (CRD# 5913468) is an Investment Advisor Representative working at Private Advisor Group, LLC in Center Valley, PA and has over 12 years of experience in the finance industry.
Maureen Berger (CRD# 1004791) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Allentown, PA and has over 42 years of experience in the finance industry.
Roger Berger (CRD# 3267364) is an Investment Advisor Representative working at Lpl Financial LLC in Lehighton, PA and has over 24 years of experience in the finance industry.
Nicholas Bernardo (CRD# 5246863) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 16 years of experience in the finance industry. Nicholas Bernardo 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.
Rose Bernardo (CRD# 4886286) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 19 years of experience in the finance industry.
Anthony Bernardo Jr (CRD# 726157) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 43 years of experience in the finance industry.
Brent Bernd (CRD# 2062636) is an Investment Advisor Representative working at Prudential Financial Planning Services in Souderton, PA and has over 33 years of experience in the finance industry.
Diane Bernhard (CRD# 4805727) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Blue Bell, PA and has over 19 years of experience in the finance industry.
Frank Betsch (CRD# 708159) is an Investment Advisor Representative working at Valley Financial Group in Ambler, PA and has over 44 years of experience in the finance industry.
John Bianchi (CRD# 2197754) is an Investment Advisor Representative working at Iam Advisory LLC in Easton, PA and has over 32 years of experience in the finance industry.