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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
Patricia Angelozzi (CRD# 6130766) is an Investment Advisor Representative working at United Capital Financial Advisors in North Wales, PA and has over 9 years of experience in the finance industry.
Kurt Angstadt (CRD# 4726951) is an Investment Advisor Representative working at Sensenig Capital Advisors and has over 13 years of experience in the finance industry. Kurt Angstadt 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Donald Antonacio (CRD# 2292242) is an Investment Advisor Representative working at Bcg Securities, Inc. in Cherry Hill, NJ and has over 31 years of experience in the finance industry.
Michael Antoni (CRD# 6980013) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Devon, PA and has over 5 years of experience in the finance industry.
Kenneth Apessos (CRD# 5477400) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bala Cynwyd, PA and has over 16 years of experience in the finance industry.
Erica Appleby (CRD# 4950468) is an Investment Advisor Representative working at Equitable Advisors, LLC in Collegeville, PA and has over 17 years of experience in the finance industry.
Brian Applestein (CRD# 2260097) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 31 years of experience in the finance industry. Brian Applestein 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 Aquila (CRD# 5547406) is an Investment Advisor Representative working at Waypoint Financial, LLC in Dublin, PA and has over 15 years of experience in the finance industry. William Aquila 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.
Andrew Aramany (CRD# 2858919) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Exton, PA and has over 27 years of experience in the finance industry.
Benjamin Archer (CRD# 2913138) is an Investment Advisor Representative working at Morgan Stanley in West Conshohocken, PA and has over 26 years of experience in the finance industry.