-
Distance Only Doylestown, PA
-
COMPENSATION Either
-
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
Robert O'reilly (CRD# 5118643) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Doylestown, PA and has over 17 years of experience in the finance industry.
Adam Older (CRD# 5926788) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Doylestown, PA and has over 12 years of experience in the finance industry.
John Ortolf (CRD# 4388430) is an Investment Advisor Representative working at Wells Fargo Advisors in Doylestown, PA and has over 23 years of experience in the finance industry. John Ortolf 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.
Susan Pajer (CRD# 5776249) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Doylestown, PA and has over 13 years of experience in the finance industry.
Joseph Paul (CRD# 718203) is an Investment Advisor Representative working at Trident Advisors Inc. in Doylestown, PA and has over 41 years of experience in the finance industry.
Daniel Pfeiffer (CRD# 5697143) is an Investment Advisor Representative working at Mml Investors Services, LLC in Doylestown, PA and has over 14 years of experience in the finance industry.
Nicholas Pileggi (CRD# 6405086) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 9 years of experience in the finance industry. Nicholas Pileggi 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.
Matthew Pruitt (CRD# 2837491) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Doylestown, PA and has over 27 years of experience in the finance industry.
Todd Purring (CRD# 5267806) is an Investment Advisor Representative working at Kohlhepp Investment Advisors, Ltd. in Doylestown, PA and has over 13 years of experience in the finance industry.
Joseph Quigley (CRD# 2246993) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Doylestown, PA and has over 23 years of experience in the finance industry.