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Distance Only Jenkintown, 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
Nicholas Schell (CRD# 3263919) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jenkintown, PA and has over 20 years of experience in the finance industry.
Joseph Schmerling (CRD# 6552700) is an Investment Advisor Representative working at Avantax Advisory Services in Jenkintown, PA and has over 8 years of experience in the finance industry.
Neil Schmerling (CRD# 4075729) is an Investment Advisor Representative working at Avantax Advisory Services in Jenkintown, PA and has over 24 years of experience in the finance industry.
Jean Schneider (CRD# 1284277) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Jenkintown, PA and has over 26 years of experience in the finance industry.
George Schwartz (CRD# 1454567) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Jenkintown, PA and has over 38 years of experience in the finance industry.
E Steinberg (CRD# 2430032) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Jenkintown, PA and has over 30 years of experience in the finance industry.
Robert Stromberg (CRD# 5707819) is an Investment Advisor Representative working at Mountain River Financial in Jenkintown, PA and has over 14 years of experience in the finance industry. Robert Stromberg 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.
Gershon Trimpol (CRD# 2367360) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jenkintown, PA and has over 30 years of experience in the finance industry.
William Valentine (CRD# 707507) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Jenkintown, PA and has over 43 years of experience in the finance industry.
David Ducharme (CRD# 6833407) is an Investment Advisor Representative working at Ducharme Wealth Advisors, LLC in Jenkintown, PA and has over 6 years of experience in the finance industry.