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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
Danajette Kurtz (CRD# 5393197) is an Investment Advisor Representative working at Wedbush Securities Inc. in Radnor, PA and has over 14 years of experience in the finance industry.
Stefan Lambert (CRD# 1951498) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Radnor, PA and has over 34 years of experience in the finance industry.
Hyman Lee (CRD# 5837881) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Radnor, PA and has over 10 years of experience in the finance industry.
Audrey Libois (CRD# 5908805) is an Investment Advisor Representative working at Tgs Financial Advisors in Radnor, PA and has over 12 years of experience in the finance industry. Audrey Libois 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.
Zhiqiang Liu (CRD# 3098039) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Radnor, PA and has over 25 years of experience in the finance industry.
Andrew Maginnis (CRD# 5387604) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Radnor, PA and has over 16 years of experience in the finance industry.
Kyle Marceau (CRD# 5904782) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Radnor, PA and has over 12 years of experience in the finance industry.
Jeffrey Margolies (CRD# 1983577) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Radnor, PA and has over 34 years of experience in the finance industry.
Amy Mathis (CRD# 1368542) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Radnor, PA and has over 30 years of experience in the finance industry.
Sean McAneney (CRD# 6386108) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Radnor, PA and has over 8 years of experience in the finance industry.