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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
Jeffrey Beyer (CRD# 5731082) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Newtown, PA and has over 14 years of experience in the finance industry.
Richard Biele (CRD# 2189980) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Newtown, PA and has over 32 years of experience in the finance industry.
Andrew Brick (CRD# 2545233) is an Investment Advisor Representative working at Brick & Kyle Associates Inc. in Newtown, PA and has over 28 years of experience in the finance industry. Andrew Brick 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.
Betty Brick (CRD# 2407824) is an Investment Advisor Representative working at Brick & Kyle Associates Inc. in Newtown, PA and has over 30 years of experience in the finance industry.
Edgar Brick (CRD# 30291) is an Investment Advisor Representative working at Brick & Kyle Associates Inc. in Newtown, PA and has over 42 years of experience in the finance industry.
Bruce Brolle (CRD# 2171981) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 32 years of experience in the finance industry.
William Bromley (CRD# 4881804) is an Investment Advisor Representative working at Innova Wealth Partners, LLC in Newtown, PA and has over 19 years of experience in the finance industry.
Michael Bukowski (CRD# 4993103) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Newtown, PA and has over 17 years of experience in the finance industry. Michael Bukowski 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.
Raul Calle (CRD# 1224901) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newtown, PA and has over 36 years of experience in the finance industry.
Michael Carlucci (CRD# 2665833) is an Investment Advisor Representative working at Pwa Financial in Newtown, PA and has over 28 years of experience in the finance industry.