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Distance Only New Hope, 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
J. Michael Seymour (CRD# 2480641) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Hope, PA and has over 29 years of experience in the finance industry.
Arti Shah (CRD# 6232392) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Hope, PA and has over 7 years of experience in the finance industry.
William Stanert (CRD# 716136) is an Investment Advisor Representative working at Moondance Investment Advisors, LLC in New Hope, PA and has over 43 years of experience in the finance industry. William Stanert 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.
Robert Stephenson (CRD# 6560636) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 8 years of experience in the finance industry. Robert Stephenson 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.
Michael Stevens (CRD# 2318080) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Hope, PA and has over 31 years of experience in the finance industry.
Grover Stults (CRD# 2650732) is an Investment Advisor Representative working at Avantax Advisory Services in New Hope, PA and has over 28 years of experience in the finance industry.
Patrick Trauger (CRD# 5359251) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Hope, PA and has over 13 years of experience in the finance industry. Patrick Trauger 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.
Robert Vogel (CRD# 4140530) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 24 years of experience in the finance industry. Robert Vogel 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.
George Yarnall (CRD# 2702935) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in New Hope, PA and has over 28 years of experience in the finance industry.
Jupiter Bridge (CRD# 7682697) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has 1 year of experience in the finance industry.