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Distance Only Blue Bell, 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
Jennifer Sheppard (CRD# 4314098) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Blue Bell, PA and has over 20 years of experience in the finance industry.
Elena Sickles (CRD# 5257702) is an Investment Advisor Representative working at Edward Jones in Blue Bell, PA and has over 17 years of experience in the finance industry.
Robert Simon (CRD# 823657) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Blue Bell, PA and has over 39 years of experience in the finance industry.
Shawn Smith (CRD# 4444007) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Blue Bell, PA and has over 22 years of experience in the finance industry.
Jon Sobotkin (CRD# 5268398) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 17 years of experience in the finance industry.
Louis Spinelli (CRD# 4071864) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Blue Bell, PA and has over 21 years of experience in the finance industry.
Emily Streeter (CRD# 6684858) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Blue Bell, PA and has over 5 years of experience in the finance industry.
Kevin Swantek (CRD# 5298992) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Blue Bell, PA and has over 16 years of experience in the finance industry. Kevin Swantek 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.
Patrick Swift (CRD# 6550021) is an Investment Advisor Representative working at Amplius Wealth Advisors in Blue Bell, PA and has over 8 years of experience in the finance industry. Patrick Swift 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.
Heather Tracey (CRD# 4584506) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 11 years of experience in the finance industry.