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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
Dennis Allen (CRD# 2955293) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Glenside, PA and has over 17 years of experience in the finance industry. Dennis Allen 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.
Joseph Allen (CRD# 1614976) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newtown, PA and has over 37 years of experience in the finance industry.
Susan Allen (CRD# 1000420) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Newtown, PA and has over 42 years of experience in the finance industry. Susan Allen 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.
Barth Allgeier (CRD# 5650761) is an Investment Advisor Representative working at Edward Jones in Ambler, PA and has over 14 years of experience in the finance industry.
Michael Amato (CRD# 2193113) is an Investment Advisor Representative working at Avantax Advisory Services in Holland, PA and has over 32 years of experience in the finance industry. Michael Amato 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.
Kenneth Ambrogi (CRD# 6515092) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 7 years of experience in the finance industry.
Joseph Amendolara (CRD# 2408246) is an Investment Advisor Representative working at City Investment Advisors, Inc. in Langhorne, PA and has over 30 years of experience in the finance industry.
Nita Amin (CRD# 4139877) is an Investment Advisor Representative working at Citizens Securities, Inc. in Philadelphia, PA and has over 24 years of experience in the finance industry.
Adam Amorn (CRD# 5798021) is an Investment Advisor Representative working at Premier Prosperity Advisors LLC in Fort Washington, PA and has over 12 years of experience in the finance industry.
Charles Anderson (CRD# 1494859) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 37 years of experience in the finance industry.