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Distance Only Radnor, 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
Zhiqiang Liu (CRD# 3098039) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Radnor, PA and has over 25 years of experience in the finance industry.
Kyle Marceau (CRD# 5904782) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Radnor, PA and has over 12 years of experience in the finance industry.
Jeffrey Margolies (CRD# 1983577) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Radnor, PA and has over 34 years of experience in the finance industry.
Amy Mathis (CRD# 1368542) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Radnor, PA and has over 30 years of experience in the finance industry.
Sean McAneney (CRD# 6386108) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Radnor, PA and has over 8 years of experience in the finance industry.
Patrick McFadden (CRD# 718564) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Radnor, PA and has over 43 years of experience in the finance industry. Patrick McFadden 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.
Lynda McFeeley (CRD# 2617768) is an Investment Advisor Representative working at Drexel Morgan & Company in Radnor, PA and has over 25 years of experience in the finance industry.
Christina McGinn (CRD# 3011490) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Radnor, PA and has over 25 years of experience in the finance industry.
Joseph McLaughlin (CRD# 2318774) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 31 years of experience in the finance industry.
Thomas McLaughlin (CRD# 1323019) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Radnor, PA and has over 30 years of experience in the finance industry.