-
Distance Only Yardley, PA
-
COMPENSATION Either
-
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 McElwee (CRD# 5436716) is an Investment Advisor Representative working at Ventura Wealth Management in Yardley, PA and has over 15 years of experience in the finance industry. Daniel McElwee 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.
Sean McGee (CRD# 2437146) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 28 years of experience in the finance industry.
Neil McKeon (CRD# 2650389) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 20 years of experience in the finance industry.
Robert McLarnon (CRD# 6649858) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Yardley, PA and has over 7 years of experience in the finance industry.
Mark Melillo (CRD# 1172220) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Yardley, PA and has over 40 years of experience in the finance industry.
Glenn Mellin (CRD# 1768081) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yardley, PA and has over 36 years of experience in the finance industry.
Scott Melzer (CRD# 5120333) is an Investment Advisor Representative working at Lpl Financial LLC in Yardley, PA and has over 17 years of experience in the finance industry.
David Meschel (CRD# 6151678) is an Investment Advisor Representative working at Meschel Wealth Management LLC in Yardley, PA and has over 11 years of experience in the finance industry. David Meschel 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.
Angela Moore (CRD# 3065918) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 10 years of experience in the finance industry.
Mark Mucciacciaro (CRD# 2830004) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 27 years of experience in the finance industry.