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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
Robin Morris (CRD# 2376138) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Wyncote, PA and has over 29 years of experience in the finance industry.
David Nuddle (CRD# 1188935) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Wyncote, PA and has over 40 years of experience in the finance industry.
Mitchell Owen (CRD# 3237701) is an Investment Advisor Representative working at Cornerstone Planning Group in Wyncote, PA and has over 24 years of experience in the finance industry. Mitchell Owen 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.
Richard Robinson (CRD# 1210547) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Wyncote, PA and has over 39 years of experience in the finance industry.
Tracy Schurter (CRD# 2135853) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Wyncote, PA and has over 24 years of experience in the finance industry.
Andrea Smith (CRD# 5514608) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Wyncote, PA and has over 14 years of experience in the finance industry. Andrea Smith 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 Vitek (CRD# 2305884) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Wyncote, PA and has over 31 years of experience in the finance industry.
Stephen Zales (CRD# 2208261) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Wyncote, PA and has over 32 years of experience in the finance industry.