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Distance Only Bala Cynwyd, 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
Kyle Lucas (CRD# 5990096) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bala Cynwyd, PA and has over 11 years of experience in the finance industry.
Sharina Mack (CRD# 5011461) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bala Cynwyd, PA and has over 12 years of experience in the finance industry.
Timothy Maguire (CRD# 2115513) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bala Cynwyd, PA and has over 33 years of experience in the finance industry.
Makoyo Makoyo (CRD# 3142891) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bala Cynwyd, PA and has over 25 years of experience in the finance industry.
John Makransky (CRD# 1032021) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bala Cynwyd, PA and has over 40 years of experience in the finance industry.
Charles Manning (CRD# 1250589) is an Investment Advisor Representative working at Charles Manning & Associates, Inc. in Bala Cynwyd, PA and has over 40 years of experience in the finance industry.
Marc Martinelli (CRD# 3054770) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bala Cynwyd, PA and has over 22 years of experience in the finance industry.
Jennifer Maxwell (CRD# 4475519) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bala Cynwyd, PA and has over 18 years of experience in the finance industry.
Peter May (CRD# 5464181) is an Investment Advisor Representative working at Alphastar Capital Management in Bala Cynwyd, PA and has 1 year of experience in the finance industry. Peter May 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.
Bernard McCole (CRD# 3041422) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bala Cynwyd, PA and has over 26 years of experience in the finance industry.