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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
Dennis Ballow (CRD# 6365315) is an Investment Advisor Representative working at Eagle Strategies LLC in Harleysville, PA and has over 9 years of experience in the finance industry.
Kathleen Baltra (CRD# 5068022) is an Investment Advisor Representative working at Bancroft Capital, LLC in Fort Washington, PA and has over 17 years of experience in the finance industry.
Timothy Baltz (CRD# 4789933) is an Investment Advisor Representative working at Lpl Financial LLC in Doylestown, PA and has over 20 years of experience in the finance industry.
Terry Banet (CRD# 3081918) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in Bala Cynwyd, PA and has over 8 years of experience in the finance industry.
Jacqueline Banister (CRD# 4964835) is an Investment Advisor Representative working at Lincoln Investment in Horsham, PA and has over 18 years of experience in the finance industry.
Jodi Banks (CRD# 5779274) is an Investment Advisor Representative working at Primerica Advisors in Doylestown, PA and has over 13 years of experience in the finance industry.
John Banks (CRD# 3185441) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Center Valley, PA and has over 25 years of experience in the finance industry.
Sean Bannon (CRD# 2363812) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 26 years of experience in the finance industry.
Marilyn Banyai (CRD# 1603466) is an Investment Advisor Representative working at Avantax Advisory Services in Collegeville, PA and has over 37 years of experience in the finance industry. Marilyn Banyai 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.
Raymond Baraldi (CRD# 6119501) is an Investment Advisor Representative working at Hightower Advisors, LLC in Wayne, PA and has over 10 years of experience in the finance industry. Raymond Baraldi 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.