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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
Robert Bennett (CRD# 1775437) is an Investment Advisor Representative working at Edward Jones in Southampton, PA and has over 36 years of experience in the finance industry.
Adi Benyishay (CRD# 2183586) is an Investment Advisor Representative working at Fba Wealth Management, LLC in Southampton, PA and has over 31 years of experience in the finance industry.
David Chesner (CRD# 5976183) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Southampton, PA and has over 12 years of experience in the finance industry.
Eugene Kuntorovsky (CRD# 6933483) is an Investment Advisor Representative working at Isakov Planning Group Inc. in Southampton, PA and has over 7 years of experience in the finance industry.
Michael McGinn (CRD# 2308149) is an Investment Advisor Representative working at Mml Investors Services, LLC in Southampton, PA and has over 31 years of experience in the finance industry.
Barry Shevlin (CRD# 1280154) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Southampton, PA and has over 39 years of experience in the finance industry.
Fred Shocket (CRD# 2418780) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Southampton, PA and has over 30 years of experience in the finance industry. Fred Shocket 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.
Jay Weintraub (CRD# 1008357) is an Investment Advisor Representative working at Private Advisor Group, LLC in Southampton, PA and has over 40 years of experience in the finance industry.
Max Weintraub (CRD# 6262759) is an Investment Advisor Representative working at Private Advisor Group, LLC in Southampton, PA and has over 10 years of experience in the finance industry.
Brian Wells (CRD# 2365444) is an Investment Advisor Representative working at Equitable Advisors, LLC in Southampton, PA and has over 30 years of experience in the finance industry.