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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
Dominic Alfieri (CRD# 2439116) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chester, NJ and has over 30 years of experience in the finance industry.
James Alfieri (CRD# 3140568) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hamilton, NJ and has over 25 years of experience in the finance industry.
Joseph Allen (CRD# 1614976) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newtown, PA and has over 37 years of experience in the finance industry.
Susan Allen (CRD# 1000420) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Newtown, PA and has over 42 years of experience in the finance industry. Susan Allen 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.
Barth Allgeier (CRD# 5650761) is an Investment Advisor Representative working at Edward Jones in Ambler, PA and has over 15 years of experience in the finance industry.
David Allon (CRD# 1280017) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wayne, PA and has over 25 years of experience in the finance industry.
George Altmeyer (CRD# 5497439) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 11 years of experience in the finance industry.
Neil Altshuler (CRD# 3200517) is an Investment Advisor Representative working at Lpl Financial LLC in Lebanon, NJ and has over 23 years of experience in the finance industry. Neil Altshuler 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.
Roger Alvarado (CRD# 5424905) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 11 years of experience in the finance industry.
Michael Amato (CRD# 2193113) is an Investment Advisor Representative working at Avantax Advisory Services in Holland, PA and has over 32 years of experience in the finance industry. Michael Amato 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.