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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
Benjamin Hall (CRD# 3256294) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Wallingford, PA and has over 23 years of experience in the finance industry.
Jeffrey Valentino (CRD# 6467326) is an Investment Advisor Representative working at Paragon Capital Advisors, LLC in Wallingford, PA and has 1 year of experience in the finance industry.
Xinyan Yi (CRD# 6569642) is an Investment Advisor Representative working at New Green Capital, LLC in Wallingford, PA and has over 8 years of experience in the finance industry.
Susan Saller (CRD# 7295208) is an Investment Advisor Representative working at Lincoln Investment in Wallingford, PA and has over 2 years of experience in the finance industry.
Mark Abbonizio (CRD# 6180296) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Radnor, PA and has over 10 years of experience in the finance industry.
Joseph Abbruzzi (CRD# 1272342) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Laurel, NJ and has over 39 years of experience in the finance industry.
Brandon Abe (CRD# 6436358) is an Investment Advisor Representative working at Planning Capital Management Corp. in Paoli, PA and has 1 year of experience in the finance industry. Brandon Abe 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.
Brad Abel (CRD# 6237585) is an Investment Advisor Representative working at Edward Jones in West Chester, PA and has over 10 years of experience in the finance industry.