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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
Roberta Kessler (CRD# 4738929) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 20 years of experience in the finance industry.
Andrew Lein (CRD# 6973493) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 5 years of experience in the finance industry.
Danny Petty (CRD# 6329050) is an Investment Advisor Representative working at Edward Jones in Souderton, PA and has over 9 years of experience in the finance industry.
Thomas Remmey (CRD# 1385110) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 27 years of experience in the finance industry.
Michael Roper (CRD# 5655920) is an Investment Advisor Representative working at Key Investment Services LLC in Souderton, PA and has over 14 years of experience in the finance industry.
Steven Schwendy (CRD# 4856838) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Souderton, PA and has over 19 years of experience in the finance industry. Steven Schwendy 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.
Jordan Sowhangar (CRD# 6325648) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 9 years of experience in the finance industry. Jordan Sowhangar 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.
Michael Stewart (CRD# 2554389) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 29 years of experience in the finance industry. Michael Stewart 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.
William Vansant (CRD# 4511525) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 21 years of experience in the finance industry. William Vansant 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.
Craig Wisner (CRD# 6008360) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Souderton, PA and has over 8 years of experience in the finance industry.