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Distance Only Phoenixville, PA
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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
David Bolger (CRD# 4293675) is an Investment Advisor Representative working at Citizens Securities, Inc. in Phoenixville, PA and has over 23 years of experience in the finance industry.
Ryan Egolf (CRD# 7688177) is an Investment Advisor Representative working at Cwm, LLC in Phoenixville, PA and has 1 year of experience in the finance industry.
David Fazzini (CRD# 1862607) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Phoenixville, PA and has over 35 years of experience in the finance industry.
Zachary Halvonik (CRD# 7694079) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Phoenixville, PA and has 1 year of experience in the finance industry.
Mary McClennen-Glica (CRD# 6049372) is an Investment Advisor Representative working at Vermillion & White Wealth Management Group in Phoenixville, PA and has over 10 years of experience in the finance industry.
Kostandinos Misiriotis (CRD# 6842318) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Phoenixville, PA and has over 6 years of experience in the finance industry.
Sean Osborn (CRD# 6880449) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Phoenixville, PA and has over 6 years of experience in the finance industry.
Zakery Prosmushkin (CRD# 7569145) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Phoenixville, PA and has 1 year of experience in the finance industry.
Shawn Staska (CRD# 4389310) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Phoenixville, PA and has over 22 years of experience in the finance industry.