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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
Robert Goldberg (CRD# 1628279) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 37 years of experience in the finance industry.
Daniel Griffin (CRD# 1348872) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newtown, PA and has over 39 years of experience in the finance industry.
Thomas Griffiths (CRD# 2106304) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Newtown, PA and has over 24 years of experience in the finance industry.
Michael Haberman (CRD# 4212032) 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.
Michael Hanahan (CRD# 6187589) is an Investment Advisor Representative working at Pnc Investments in Newtown, PA and has over 10 years of experience in the finance industry.
Martha Harding (CRD# 2025030) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newtown, PA and has over 32 years of experience in the finance industry.
Ross Hart (CRD# 5817239) 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.
Griffin Haviken (CRD# 2565439) is an Investment Advisor Representative working at Vericrest Private Wealth, LLC in Newtown, PA and has over 14 years of experience in the finance industry.
Patrick Hehir (CRD# 1945360) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Newtown, PA and has over 34 years of experience in the finance industry. Patrick Hehir 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.
Brad Heindel (CRD# 3078426) is an Investment Advisor Representative working at 46 Peaks Investment Advisory Group in Newtown, PA and has over 25 years of experience in the finance industry. Brad Heindel 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.