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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
Matthew Ebbecke (CRD# 5987819) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Warrington, PA and has over 8 years of experience in the finance industry.
Cornell Fields (CRD# 5276619) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Warrington, PA and has over 17 years of experience in the finance industry. Cornell Fields 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.
Christian Gotzman (CRD# 7759942) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has 1 year of experience in the finance industry.
Jeremy Kerr (CRD# 7731718) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has 1 year of experience in the finance industry.
Robert Laffen (CRD# 7004577) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has over 5 years of experience in the finance industry.
Brandon Leboon (CRD# 7810776) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has 1 year of experience in the finance industry.
Allison Lemly (CRD# 6887378) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warrington, PA and has over 4 years of experience in the finance industry.
Shane Miller (CRD# 7835474) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has 1 year of experience in the finance industry.
Matthew Phillips (CRD# 7214295) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Warrington, PA and has over 3 years of experience in the finance industry.
Andrew Pilone (CRD# 7047097) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has over 5 years of experience in the finance industry.