-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jonathan Heller (CRD# 1840411) is an Investment Advisor Representative working at Kej Financial Advisors in Newtown, PA and has over 35 years of experience in the finance industry. Jonathan Heller 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.
Heidi Hirsh (CRD# 2846232) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newtown, PA and has over 26 years of experience in the finance industry.
Grant Holdren (CRD# 4685962) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newtown, PA and has over 20 years of experience in the finance industry. Grant Holdren 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.
Lori Hoppmann (CRD# 5792245) is an Investment Advisor Representative working at Edward Jones in Newtown, PA and has over 13 years of experience in the finance industry.
Keith Householder (CRD# 4068981) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newtown, PA and has over 24 years of experience in the finance industry.
Jennifer Hushion (CRD# 5635020) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Newtown, PA and has over 14 years of experience in the finance industry. Jennifer Hushion 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.
Jonathan Inzero (CRD# 6089944) is an Investment Advisor Representative working at Innova Wealth Partners, LLC in Newtown, PA and has over 11 years of experience in the finance industry. Jonathan Inzero 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 Kessler (CRD# 6295386) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newtown, PA and has over 9 years of experience in the finance industry.
Kenneth Kovalik (CRD# 5670045) is an Investment Advisor Representative working at Park Avenue Securities LLC in Newtown, PA and has over 12 years of experience in the finance industry.
Brian Kuhns (CRD# 2921468) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Newtown, PA and has over 26 years of experience in the finance industry.