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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
Jonathan Jaraiedi (CRD# 5215669) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 17 years of experience in the finance industry.
Trevor Johnson (CRD# 4716458) is an Investment Advisor Representative working at Lpl Financial LLC in Newtown Square, PA and has over 20 years of experience in the finance industry.
Daniel Joie (CRD# 1502817) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 37 years of experience in the finance industry. Daniel Joie 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.
Steven Kaplan (CRD# 5195876) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 17 years of experience in the finance industry.
Charles Keates (CRD# 4478687) is an Investment Advisor Representative working at Pathstone in Newtown Square, PA and has over 20 years of experience in the finance industry.
Julie Kelly (CRD# 4622856) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Newtown Square, PA and has over 21 years of experience in the finance industry.
Edward Kerschner (CRD# 1053293) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 39 years of experience in the finance industry.
Ryan Kirk (CRD# 5687229) is an Investment Advisor Representative working at Newsquare Capital, LLC in Newtown Square, PA and has over 14 years of experience in the finance industry.
Mark Kirsch (CRD# 4072306) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 24 years of experience in the finance industry.
John Klusarits (CRD# 2211997) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 32 years of experience in the finance industry.