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Distance Only Wayne, 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
Jack Kelly (CRD# 4846880) is an Investment Advisor Representative working at Hartford Funds in Wayne, PA and has over 17 years of experience in the finance industry.
Roger Kent (CRD# 2480681) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayne, PA and has over 30 years of experience in the finance industry.
Sheetal Khanna (CRD# 5109268) is an Investment Advisor Representative working at Cms Wealth Management in Wayne, PA and has 1 year of experience in the finance industry. Sheetal Khanna 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.
Michael Kloc (CRD# 1810293) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Wayne, PA and has over 36 years of experience in the finance industry.
Clara Kong (CRD# 2031174) is an Investment Advisor Representative working at Eagle Strategies LLC in Wayne, PA and has over 31 years of experience in the finance industry.
Catherine Koresh (CRD# 5147683) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayne, PA and has over 17 years of experience in the finance industry.
Brian Kraus (CRD# 4369838) is an Investment Advisor Representative working at Hartford Funds in Wayne, PA and has over 23 years of experience in the finance industry.
Steven Kraus (CRD# 2251295) is an Investment Advisor Representative working at Wells Fargo Advisors in Wayne, PA and has over 31 years of experience in the finance industry.
Darlene La Bree (CRD# 1626560) is an Investment Advisor Representative working at Hartford Funds in Wayne, PA and has over 7 years of experience in the finance industry.
Edgar Lambert (CRD# 4231711) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wayne, PA and has over 22 years of experience in the finance industry.