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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
David Broll (CRD# 4478185) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 22 years of experience in the finance industry. David Broll 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.
Steven Broll (CRD# 6708973) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 7 years of experience in the finance industry.
Joseph Bruno (CRD# 2379064) is an Investment Advisor Representative working at Brokers Financial in Newtown Square, PA and has over 30 years of experience in the finance industry.
Richard Buchwald (CRD# 2735357) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 28 years of experience in the finance industry.
James Burns (CRD# 2250980) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 30 years of experience in the finance industry.
Louis Butera (CRD# 1857574) is an Investment Advisor Representative working at Private Advisor Group, LLC in Newtown Square, PA and has over 35 years of experience in the finance industry. Louis Butera 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.
David Carr (CRD# 3140276) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 22 years of experience in the finance industry.
Joseph Carr (CRD# 2953031) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 26 years of experience in the finance industry.
Judith Cassidy (CRD# 1703088) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 33 years of experience in the finance industry.
Timothy Chisholm (CRD# 2871455) is an Investment Advisor Representative working at Efficient Advisors in Newtown Square, PA and has over 25 years of experience in the finance industry.