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Distance Only Plymouth Meeting, 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
Kimberly St Pierre (CRD# 3026269) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth Meeting, PA and has over 26 years of experience in the finance industry.
John Steigerwald (CRD# 4453032) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 21 years of experience in the finance industry. John Steigerwald 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.
Howard Stephenson (CRD# 2670281) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth Meeting, PA and has over 28 years of experience in the finance industry.
Matthew Turner (CRD# 5950416) is an Investment Advisor Representative working at Edelman Financial Engines in Plymouth Meeting, PA and has over 14 years of experience in the finance industry.
Jared Uribe-Sullivan (CRD# 6108607) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 10 years of experience in the finance industry. Jared Uribe-Sullivan 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.
Ivelis Valles (CRD# 2713124) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth Meeting, PA and has over 28 years of experience in the finance industry. Ivelis Valles 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.
Robert Van Leer (CRD# 5822057) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth Meeting, PA and has over 7 years of experience in the finance industry.
Thomas Walls (CRD# 1105863) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Plymouth Meeting, PA and has over 40 years of experience in the finance industry.
Mark Ward (CRD# 4307488) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth Meeting, PA and has over 23 years of experience in the finance industry.
Yolanda Waters (CRD# 3100406) is an Investment Advisor Representative working at Edelman Financial Engines in Plymouth Meeting, PA and has over 25 years of experience in the finance industry. Yolanda Waters 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.