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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
Daniel Dubyk (CRD# 1810369) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Wyndmoor, PA and has over 35 years of experience in the finance industry.
Gregory Kempner (CRD# 4545412) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Wyndmoor, PA and has over 21 years of experience in the finance industry.
Donna Kendrick (CRD# 6734110) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wyndmoor, PA and has over 6 years of experience in the finance industry. Donna Kendrick 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.
John Wilmerding (CRD# 1944701) is an Investment Advisor Representative working at Thayer Partners LLC in Wyndmoor, PA and has over 18 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.
Mona Abdel-Malek (CRD# 5910056) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 12 years of experience in the finance industry.
Ahmed Abdelbaki (CRD# 4640928) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 11 years of experience in the finance industry.