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Distance Only Pottstown, PA
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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 Cappelletti (CRD# 4592634) is an Investment Advisor Representative working at Lpl Financial LLC in Pottstown, PA and has over 17 years of experience in the finance industry.
Matthew Creciun (CRD# 7895874) is an Investment Advisor Representative working at Bison Wealth, LLC in Pottstown, PA and has 1 year of experience in the finance industry. Matthew Creciun 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.
James Goodhart (CRD# 712174) is an Investment Advisor Representative working at Chancellor Financial Group Wb LP in Pottstown, PA and has over 43 years of experience in the finance industry.
Thomas McKeon (CRD# 7445331) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Pottstown, PA and has over 3 years of experience in the finance industry.
Scott Rakowski (CRD# 1494202) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Pottstown, PA and has over 2 years of experience in the finance industry.
Stephanie Serafin (CRD# 7257378) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pottstown, PA and has over 3 years of experience in the finance industry.
Aaron Tidd (CRD# 7749794) is an Investment Advisor Representative working at Lpl Financial LLC in Pottstown, PA and has 1 year of experience in the finance industry.
Geraldine Wardle (CRD# 1629653) is an Investment Advisor Representative working at Primerica Advisors in Pottstown, PA and has over 37 years of experience in the finance industry.
Caroline Wasielevski (CRD# 7532217) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pottstown, PA and has 1 year of experience in the finance industry.
Bryan Wise (CRD# 7224688) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Pottstown, PA and has 1 year of experience in the finance industry.