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Distance Only Newtown Square, 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
Timothy Slothower (CRD# 4845710) is an Investment Advisor Representative working at Grace Financial Advisors LLC in Newtown Square, PA and has over 19 years of experience in the finance industry. Timothy Slothower 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 Small (CRD# 2862187) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 27 years of experience in the finance industry.
Robert Stetson (CRD# 1216534) is an Investment Advisor Representative working at Pathstone in Newtown Square, PA and has over 25 years of experience in the finance industry.
William Stinger (CRD# 3182607) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 25 years of experience in the finance industry.
Philip Stoltzfus (CRD# 5808895) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 13 years of experience in the finance industry.
Erik Strid (CRD# 2332826) is an Investment Advisor Representative working at Concentus Wealth Advisors in Newtown Square, PA and has over 31 years of experience in the finance industry. Erik Strid 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.
Paul Strid (CRD# 4718044) is an Investment Advisor Representative working at Concentus Wealth Advisors in Newtown Square, PA and has over 20 years of experience in the finance industry.
John Swarts (CRD# 2613441) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 28 years of experience in the finance industry.
James Sweeney (CRD# 3218509) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Newtown Square, PA and has over 24 years of experience in the finance industry.
Joseph Syernick (CRD# 2328450) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 31 years of experience in the finance industry.