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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
Jeffrey Loesser (CRD# 6580161) is an Investment Advisor Representative working at The Estate Planners Group in Yardley, PA and has over 8 years of experience in the finance industry.
Carol Lupo (CRD# 1075477) is an Investment Advisor Representative working at Wells Fargo Advisors in Cherry Hill, NJ and has over 40 years of experience in the finance industry.
Martin Lutschaunig (CRD# 2283506) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Yardley, PA and has over 31 years of experience in the finance industry. Martin Lutschaunig 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.
Mark Lynch (CRD# 1095794) is an Investment Advisor Representative working at Lynch Asset Management, Inc. in Yardley, PA and has 1 year of experience in the finance industry.
Nicholas Maciolek (CRD# 6425597) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 9 years of experience in the finance industry.
David Mackinnon (CRD# 5102799) is an Investment Advisor Representative working at Wells Fargo Advisors in Yardley, PA and has over 18 years of experience in the finance industry. David Mackinnon 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.
Thomas Maher (CRD# 2856170) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 27 years of experience in the finance industry.
Orlando Maldonado (CRD# 717329) is an Investment Advisor Representative working at Wells Fargo Advisors in Yardley, PA and has over 41 years of experience in the finance industry.
Jeffrey Martinides (CRD# 1732562) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 36 years of experience in the finance industry.
Gregory Massey (CRD# 2377234) is an Investment Advisor Representative working at Lpl Financial LLC in Yardley, PA and has over 30 years of experience in the finance industry.