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Distance Only Doylestown, 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
Vasilis Kambouris (CRD# 7282457) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Doylestown, PA and has over 2 years of experience in the finance industry.
Thomas McGraw (CRD# 6490713) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 6 years of experience in the finance industry. Thomas McGraw 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.
Lindsey Menezes (CRD# 7120893) is an Investment Advisor Representative working at Commonwealth Financial Network in Doylestown, PA and has over 4 years of experience in the finance industry.
Kathryn Ortolf (CRD# 6368907) is an Investment Advisor Representative working at Wells Fargo Advisors in Doylestown, PA and has 1 year of experience in the finance industry.
Antoinette Pellegrini (CRD# 1212759) is an Investment Advisor Representative working at Wells Fargo Advisors in Doylestown, PA and has over 40 years of experience in the finance industry.
Alexander Pimental (CRD# 7535083) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has 1 year of experience in the finance industry. Alexander Pimental 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.
Anna Robinson (CRD# 7330803) is an Investment Advisor Representative working at Commonwealth Financial Network in Doylestown, PA and has over 3 years of experience in the finance industry.
Calvin Rose (CRD# 6365301) is an Investment Advisor Representative working at Clear Capital Management LP in Doylestown, PA and has over 3 years of experience in the finance industry.
Eric Rosenfeld (CRD# 6025729) is an Investment Advisor Representative working at Clear Capital Management LP in Doylestown, PA and has over 4 years of experience in the finance industry.
John Sciarrone (CRD# 7453143) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Doylestown, PA and has over 2 years of experience in the finance industry. John Sciarrone 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.