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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
Josephine Aynat-Molina (CRD# 2020659) is an Investment Advisor Representative working at Primerica Advisors in Wrightstown, PA and has over 34 years of experience in the finance industry.
Matthew Ayres (CRD# 6431876) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 8 years of experience in the finance industry.
Nermine Aziz (CRD# 5467639) is an Investment Advisor Representative working at Santander Securities in Freehold, NJ and has over 16 years of experience in the finance industry.
Stephen Bach (CRD# 4389509) is an Investment Advisor Representative working at Lincoln Investment in Horsham, PA and has over 22 years of experience in the finance industry. Stephen Bach 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.
David Backal (CRD# 2431183) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Cherry Hill, NJ and has over 27 years of experience in the finance industry.
Joseph Baganski (CRD# 4441749) is an Investment Advisor Representative working at Citizens Securities, Inc. in Jamison, PA and has over 10 years of experience in the finance industry.
Amanda Bagnoli (CRD# 4970641) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Philadelphia, PA and has over 11 years of experience in the finance industry.
David Bailin (CRD# 1835995) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hamilton Square, NJ and has over 35 years of experience in the finance industry.
Frank Baird (CRD# 1216559) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Morganville, NJ and has over 36 years of experience in the finance industry.
Christopher Bak (CRD# 6278208) is an Investment Advisor Representative working at Thrive Capital Management, LLC in Fort Washington, PA and has over 8 years of experience in the finance industry.