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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
Daniel First (CRD# 4003068) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 24 years of experience in the finance industry.
Ryan Flynn (CRD# 5118136) is an Investment Advisor Representative working at Lpl Financial LLC in Newtown Square, PA and has over 17 years of experience in the finance industry.
Daniel Fordice (CRD# 6080880) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 10 years of experience in the finance industry.
David Foulke (CRD# 2721529) is an Investment Advisor Representative working at Up Fintech Asset Management in Newtown Square, PA and has over 27 years of experience in the finance industry.
Nick Fowler (CRD# 6645221) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 6 years of experience in the finance industry.
Bryan Frey (CRD# 4424318) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Newtown Square, PA and has over 22 years of experience in the finance industry.
Mark Fuessinger (CRD# 2234059) 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.
Paul Gagliardi (CRD# 6319258) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 9 years of experience in the finance industry.
Ryan Galloway (CRD# 5702457) 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.
Donna Gerace (CRD# 4533918) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 21 years of experience in the finance industry. Donna Gerace 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.