-
Distance Metro area (25 miles)
-
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
Matthew McInerney (CRD# 5368755) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 4 years of experience in the finance industry.
Ronald McIntire (CRD# 7363363) is an Investment Advisor Representative working at Merit Financial Advisors in Newtown, PA and has over 2 years of experience in the finance industry.
Micala Patschke (CRD# 6809695) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Newtown, PA and has 1 year of experience in the finance industry. Micala Patschke 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.
Mogammad Petersen (CRD# 6885701) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newtown, PA and has over 4 years of experience in the finance industry.
Shikha Prashar (CRD# 6525184) is an Investment Advisor Representative working at Edward Jones in Newtown, PA and has 1 year of experience in the finance industry.
Matthew Ridley (CRD# 7233107) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newtown, PA and has over 3 years of experience in the finance industry.
Pryia Roy (CRD# 7291608) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newtown, PA and has over 3 years of experience in the finance industry.
Christopher Slowey (CRD# 4991348) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newtown, PA and has over 17 years of experience in the finance industry.
Geoffrey Thompson (CRD# 7011926) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newtown, PA and has over 4 years of experience in the finance industry.
Jeremy Voccia (CRD# 7150248) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newtown, PA and has 1 year of experience in the finance industry.