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Distance Only Newtown, PA
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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
James B Daley (CRD# 1748286) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newtown, PA and has over 36 years of experience in the finance industry.
Brett Danko (CRD# 2347783) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Newtown, PA and has 1 year of experience in the finance industry. Brett Danko 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.
Ryan Davies (CRD# 3094299) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 16 years of experience in the finance industry.
Kenneth Dawson (CRD# 6011548) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newtown, PA and has over 10 years of experience in the finance industry.
Sean Deming (CRD# 2007334) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newtown, PA and has over 33 years of experience in the finance industry.
Robert Di Falco (CRD# 1324669) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newtown, PA and has over 39 years of experience in the finance industry.
Seth Diener (CRD# 4623188) is an Investment Advisor Representative working at Lpl Financial LLC in Newtown, PA and has over 21 years of experience in the finance industry.
Brian Doe (CRD# 4193221) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Newtown, PA and has over 23 years of experience in the finance industry. Brian Doe 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.
William Dougherty (CRD# 3201456) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Newtown, PA and has over 23 years of experience in the finance industry. William Dougherty 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.
Michael Ebert (CRD# 5718936) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newtown, PA and has over 13 years of experience in the finance industry. Michael Ebert 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.