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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
Logan Schwartz (CRD# 7712259) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has 1 year of experience in the finance industry.
Maxwell Seeber (CRD# 7847988) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has 1 year of experience in the finance industry.
Jennifer Sheffer (CRD# 7854487) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has 1 year of experience in the finance industry.
Samuel Stroud (CRD# 7319251) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 3 years of experience in the finance industry.
Parker Wine (CRD# 7654290) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has 1 year of experience in the finance industry.
Kelley Wolfington (CRD# 5468696) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 4 years of experience in the finance industry.
Mark Abbonizio (CRD# 6180296) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Radnor, PA and has over 10 years of experience in the finance industry.
Brandon Abe (CRD# 6436358) is an Investment Advisor Representative working at Planning Capital Management Corp. in Paoli, PA and has 1 year of experience in the finance industry. Brandon Abe 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.