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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
William Fitzpatrick (CRD# 7176855) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has 1 year of experience in the finance industry.
Alyssa Follo (CRD# 7284730) is an Investment Advisor Representative working at Morgan Stanley in Newtown Square, PA and has over 3 years of experience in the finance industry.
Samuel Gruehn (CRD# 7200905) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 3 years of experience in the finance industry.
William Gruehn (CRD# 6719365) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 5 years of experience in the finance industry.
William Heath (CRD# 7242332) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 3 years of experience in the finance industry.
Hunter Herschell (CRD# 7554829) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has 1 year of experience in the finance industry.
Patrick Johnson (CRD# 7285119) is an Investment Advisor Representative working at Concentus Wealth Advisors in Newtown Square, PA and has over 5 years of experience in the finance industry. Patrick Johnson 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.
Peter Klein (CRD# 7395223) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 2 years of experience in the finance industry.
Stephen Kostyk (CRD# 7175858) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 4 years of experience in the finance industry.
John Kronenberger (CRD# 7345963) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 2 years of experience in the finance industry.