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Distance Metro area (25 miles)
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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
Erik Mosholt (CRD# 2016965) is an Investment Advisor Representative working at 46 Peaks Investment Advisory Group in Newtown, PA and has over 30 years of experience in the finance industry. Erik Mosholt 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.
David Moskovitz (CRD# 3011894) is an Investment Advisor Representative working at Park Avenue Securities LLC in Newtown, PA and has over 26 years of experience in the finance industry.
David Novick (CRD# 2686222) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newtown, PA and has over 28 years of experience in the finance industry. David Novick 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.
Therese O'connell (CRD# 4763944) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Newtown, PA and has over 19 years of experience in the finance industry.
Paul Orihel (CRD# 2803368) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 27 years of experience in the finance industry.
Kenneth Paul (CRD# 3177730) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Newtown, PA and has over 25 years of experience in the finance industry. Kenneth Paul 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.
Alexander Petsis (CRD# 6204538) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newtown, PA and has over 10 years of experience in the finance industry. Alexander Petsis 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.
Anthony Petsis (CRD# 1265852) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newtown, PA and has over 40 years of experience in the finance industry.
Christine Pollock (CRD# 4396893) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Newtown, PA and has over 19 years of experience in the finance industry. Christine Pollock 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.
Evan Potash (CRD# 5588820) is an Investment Advisor Representative working at Advice And Planning Services in Newtown, PA and has over 15 years of experience in the finance industry.