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Distance Only East Norriton, 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
Debra Anderson (CRD# 4986860) is an Investment Advisor Representative working at Principal Securities, Inc. in East Norriton, PA and has over 18 years of experience in the finance industry.
Cynthia Diccianni (CRD# 3160122) is an Investment Advisor Representative working at Diccianni Financial Group, Inc. in East Norriton, PA and has over 25 years of experience in the finance industry.
James Harrington (CRD# 4461935) is an Investment Advisor Representative working at Bluesphere Advisors LLC in East Norriton, PA and has 1 year of experience in the finance industry.
Charles Minnich (CRD# 1991467) is an Investment Advisor Representative working at Foundation Capital Management, LLC in East Norriton, PA and has over 34 years of experience in the finance industry.
Michael Natale (CRD# 1333587) is an Investment Advisor Representative working at Foundation Capital Management, LLC in East Norriton, PA and has over 39 years of experience in the finance industry.
Sanjay Pawar (CRD# 4747958) is an Investment Advisor Representative working at Bluesphere Advisors LLC in East Norriton, PA and has over 18 years of experience in the finance industry. Sanjay Pawar 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.
Adam Peltzman (CRD# 4035058) is an Investment Advisor Representative working at Certior Financial Group, LLC in East Norriton, PA and has over 23 years of experience in the finance industry. Adam Peltzman 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.
David Ritrovato (CRD# 2017743) is an Investment Advisor Representative working at Bluesphere Advisors LLC in East Norriton, PA and has over 34 years of experience in the finance industry. David Ritrovato 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.
Elizabeth Shamir (CRD# 1557600) is an Investment Advisor Representative working at Certior Financial Group, LLC in East Norriton, PA and has over 26 years of experience in the finance industry.
Nicholas Cissone (CRD# 7499980) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in East Norriton, PA and has 1 year of experience in the finance industry.