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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
Joseph Romano (CRD# 2424663) is an Investment Advisor Representative working at Commonwealth Financial Network in North Wales, PA and has over 27 years of experience in the finance industry. Joseph Romano 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.
Thomas Stafford (CRD# 4735313) is an Investment Advisor Representative working at S & P Wealth Planning LLC in North Wales, PA and has 1 year of experience in the finance industry.
Paul Sun (CRD# 2923504) is an Investment Advisor Representative working at Sunquest Wealth Management, LLC in North Wales, PA and has over 26 years of experience in the finance industry.
David Ward (CRD# 2265540) is an Investment Advisor Representative working at Pnc Investments in North Wales, PA and has over 31 years of experience in the finance industry.
Sean Wieland (CRD# 5930180) is an Investment Advisor Representative working at Tannhauser Financial LLC in North Wales, PA and has over 12 years of experience in the finance industry.
Tyler Breder (CRD# 6393407) is an Investment Advisor Representative working at Ptm Wealth Management, LLC in North Wales, PA and has over 8 years of experience in the finance industry. Tyler Breder 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.
Vincent Giarrocco (CRD# 7747875) is an Investment Advisor Representative working at Avantax Advisory Services in North Wales, PA and has 1 year of experience in the finance industry.
Gregory Locke (CRD# 7181262) is an Investment Advisor Representative working at Advisory Services Network in North Wales, PA and has 1 year of experience in the finance industry.
Justin Lowry (CRD# 6593126) is an Investment Advisor Representative working at Global Beta Advisors in North Wales, PA and has 1 year of experience in the finance industry.
Mercedes Petrellis (CRD# 7456740) is an Investment Advisor Representative working at Comprehensive Investment Management, LLC in North Wales, PA and has over 2 years of experience in the finance industry.