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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
Steven Auerfeld (CRD# 1061807) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Philadelphia, PA and has over 24 years of experience in the finance industry.
Angela Augustine (CRD# 2474434) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bensalem, PA and has over 30 years of experience in the finance industry.
Anthony Aulffo (CRD# 5602104) is an Investment Advisor Representative working at Private Advisor Group, LLC in Cherry Hill, NJ and has over 15 years of experience in the finance industry. Anthony Aulffo 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.
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.
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.
Michael Balkey (CRD# 2737444) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Laurel, NJ and has over 27 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.
Rory Banks (CRD# 5336289) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mount Laurel, NJ and has over 10 years of experience in the finance industry.
William M Banks (CRD# 866519) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mount Laurel, NJ and has over 42 years of experience in the finance industry.