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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
Alexander Boyer (CRD# 5218774) is an Investment Advisor Representative working at Lpl Financial LLC in Berwyn, PA and has over 17 years of experience in the finance industry. Alexander Boyer 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.
Lisa Broome (CRD# 2832737) is an Investment Advisor Representative working at Goal Quest Advisors, LLC in Berwyn, PA and has over 26 years of experience in the finance industry. Lisa Broome 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.
Francis Burke (CRD# 841681) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Berwyn, PA and has over 39 years of experience in the finance industry. Francis Burke 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.
Steven Cacciutti (CRD# 5772764) is an Investment Advisor Representative working at Commonwealth Financial Network in Berwyn, PA and has over 9 years of experience in the finance industry.
Samuel Carpin (CRD# 4384129) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 22 years of experience in the finance industry.
Jan Carr (CRD# 1180822) is an Investment Advisor Representative working at Lpl Financial LLC in Berwyn, PA and has over 40 years of experience in the finance industry. Jan Carr 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.
Kelly Catania (CRD# 6978379) is an Investment Advisor Representative working at Trinity Wealth Management, LLC in Berwyn, PA and has over 5 years of experience in the finance industry. Kelly Catania 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.
Christopher Caton (CRD# 2273100) is an Investment Advisor Representative working at Azarias Capital Management, LP in Berwyn, PA and has over 25 years of experience in the finance industry.
Stephen Cheifetz (CRD# 4604046) is an Investment Advisor Representative working at Kades & Cheifetz, LLC in Berwyn, PA and has over 23 years of experience in the finance industry.
Anthony Civitello (CRD# 6594272) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 7 years of experience in the finance industry.