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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
Mario Martinelli (CRD# 6534912) is an Investment Advisor Representative working at Vama Oak Wealth, LLC in Newtown, PA and has over 8 years of experience in the finance industry. Mario Martinelli 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.
Derek Mathews (CRD# 4642329) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newtown, PA and has over 20 years of experience in the finance industry.
John McDermott (CRD# 5819566) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newtown, PA and has over 10 years of experience in the finance industry.
John McDonald (CRD# 4346015) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newtown, PA and has over 19 years of experience in the finance industry.
Thomas McInerney (CRD# 711975) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 43 years of experience in the finance industry.
Christopher McNesby (CRD# 4458026) is an Investment Advisor Representative working at Pwa Financial in Newtown, PA and has over 22 years of experience in the finance industry. Christopher McNesby 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.
Gregory Miller (CRD# 5586920) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newtown, PA and has over 15 years of experience in the finance industry.
Michael Minter (CRD# 4392283) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Newtown, PA and has over 21 years of experience in the finance industry. Michael Minter 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.
Erik Mosholt (CRD# 2016965) is an Investment Advisor Representative working at 46 Peaks Investment Advisory Group in Newtown, PA and has over 30 years of experience in the finance industry. Erik Mosholt 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 Novick (CRD# 2686222) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newtown, PA and has over 28 years of experience in the finance industry. David Novick 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.