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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
George Adams (CRD# 2480675) is an Investment Advisor Representative working at Wells Fargo Advisors in Yardley, PA and has over 29 years of experience in the finance industry.
Matthew Adams (CRD# 6812008) is an Investment Advisor Representative working at Wells Fargo Advisors in Yardley, PA and has over 6 years of experience in the finance industry.
Christine Ahearn (CRD# 4695936) is an Investment Advisor Representative working at Apex Financial Advisors, Inc. in Yardley, PA and has over 18 years of experience in the finance industry.
Anthony Antoniello (CRD# 4700200) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Yardley, PA and has over 20 years of experience in the finance industry.
Sean Arnold (CRD# 6435739) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 8 years of experience in the finance industry.
Peter Baldeo (CRD# 6023171) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 11 years of experience in the finance industry.
John Baranauskas (CRD# 5079541) is an Investment Advisor Representative working at Sweetgum Laboratories LLC in Yardley, PA and has over 17 years of experience in the finance industry. John Baranauskas 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.
Jason Bass (CRD# 5227540) is an Investment Advisor Representative working at Cordatus Wealth Management LLC in Yardley, PA and has over 13 years of experience in the finance industry.
Jonathan Battillo (CRD# 4905937) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 18 years of experience in the finance industry.
Michael Becker (CRD# 5236408) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Yardley, PA and has over 17 years of experience in the finance industry.