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Financial Consultants in Pennsylvania

Financial Consultants in Media, PA

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35 results found

Daniel Cewe Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • General Education • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Financial Advisor at Citizens Investments, Financial Advisor at Merrill Lynch
Title:
Financial Consultant, Citizens Investment Services
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Citizens Investments Financial Advisorsince Jun 2012Merrill Lynch Financial Advisorsince Jun 2010
Full Profile

James Hutchinson Media, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Bachelor of Science

Experience & Education

Work

Company:
Pnc wealth management
Senior investment advisor
Company:
Ernst & young llp
Senior financial counselor
Full Profile

Matthew Ratigan Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Advisor • Apprentice • Student Worker • Operations Manager • Chief Executive • Advertising Sales Agent

Experience & Education

Position:
Financial Advisor at Wechsler/Marsico Associates
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Wechsler/Marsico Associates - Media, PaFinancial Advisorsince May 2012St. Joseph's University Strength and Conditioning InternJan 2012 - Jun 2012
Full Profile

Harry Urian Media, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Owner • Chief Executive • Supervisor • Guide • Investor • Managers • Tour Guide • Production Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Position:
Owner at Providence Investment Management Co.
Title:
LPL Investment Advisor Representative and Owner, Providence Investment Management Co.
Location:
Springfield, Pennsylvania
Industry:
Investment Management
Work history:
Providence Investment Management Co. Ownersince Jun 2007A.G. Edwards & Sons, Inc. Financial Consultant2000 - 2007
Full Profile

Robert Twesten Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Human Resources Specialist • Recruitment • Psychologist • Psychology Specialist

Experience & Education

Position:
Rapid Learning Consultant at Rapid Learning Institute
Title:
Results Driven Rapid Learning Expert
Location:
Greater Philadelphia Area
Industry:
E-Learning
Work history:
Rapid Learning Institute - Springfield, PARapid Learning Consultantsince Sep 2010VALIC Financial AdvisorMar 2009 - Oct 2010
Full Profile

Haneef Mahdi Media, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Pnc bank
Instore financial consultant
Company:
Ecp t-mobile - Springfield, PA

Skills

Graphics Design
Full Profile

Tad Moses Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Non-Profit • Project Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Project Managers • Operations Manager • Researcher • Survey Researcher • Psychology Specialist • Market Research Analyst

Experience & Education

Position:
Financial Advisor at Raymond James
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Raymond James - Greater Philadelphia AreaFinancial Advisorsince Sep 2012Focus Pointe Global - Philadelphia, PAProject ManagerMar 2010 - Sep 2012
Full Profile

Sherryl Breckenridge Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Service Manager • Service Operations Expert • Operations Manager

Experience & Education

Position:
Registered Support Assistant at Ameriprise Financial Services, Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Wilmington, DERegistered Support Assistantsince Jan 2013Morgan Stanley Wealth Management - Wilmington, DEComplex Service ManagerFeb 2010 - Oct 2012
Fully licensed Assistant in support of Financial Advisor servicing clients by gathering a..
Full Profile

Arthur Leahy Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Master of Business Administration • Analyst • Analysts • Bookkeeper

Experience & Education

Position:
First Vice President/Investments at Janney Montgomery Scott
Location:
Greater Philadelphia Area
Industry:
Investment Banking
Work history:
Janney Montgomery Scott - Suite 400 RTCC #1 1400 N. Providence Raoad Media, Pa. 19063First Vice President/Investmentssince Aug 1996U.S.A.F. Secuirty Srevice 65-69 Radio intercept operator/analystMay 1965 - Feb 1969
Skills:
Investments, Financial Analysis, Strategic Financial Planning, Retirement Planning, Estate...
Languages:
a little Japanese and a little Russian served in Alaska and Japan
Financial Advisor
Full Profile

William Marryott Media, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Educator • Education Professional • Instructor • Manager • Operations Manager • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Construction Manager • Mathematician

Experience & Education

Work

Company:
Connect america
Senior medical sales advisor
Company:
Independent medical
Life insurance producer and financial advisor, pa

Skills

Heavy equipment operator, Office manager, Bookkeeper, Inventory control, Sales, Environmentalist
Full Profile

Jason Frescoln Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Vice President • Chief Executive

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors LLC - West Chester, PA 19382Financial Advisorsince Mar 2012Wachovia, A Wells Fargo Company Assistant Vice PresidentMar 2003 - Mar 2012
Full Profile

Sebastiano Mancarella Media, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Wsfs investments - Wilmington, DE
Financial advisor
Company:
Citizens investments - Wilmington, DE
Assistant vice president, financial consultant
Full Profile

Eric Cardonick Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Courier • Bicycle Messenger • Information Operator • Communications Equipment Operator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Sales Representative

Experience & Education

Position:
Courier at FedEx Express
Location:
Greater Philadelphia Area
Industry:
Package/Freight Delivery
Work history:
FedEx Express Couriersince Sep 2003A.G. Edwards - Media,PAFinancial ConsultantAug 2001 - Feb 2003
Full Profile

Martin Walsh Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, Franchise Owner at Ameriprise Financial Services
Title:
Financial Advisor, Franchise Owner
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services - Media, PAFinancial Advisor, Franchise Ownersince 1996
Full Profile

Marina Steen Media, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Banker • Office Assistant • Office Clerk • Clerical Specialist • Business Administrator • Bachelor of Science • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Lincoln investment planning - Wyncote, PA
Executive assistant/internal wholesaler
Company:
Citizens bank - Plymouth Meeting, PA
Financial consultant assistant

Skills

Sales Skills, New Business Development, High-end Customer Service ,Administrative Reporting Data...
Full Profile

Shawn Bennett Media, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Restaurant Server • Food Server • Personal Secretary • Advisor • Secretary

Experience & Education

Work

Company:
Marriott hotel (downtown)
Server
Company:
Donnelly steen & company wealth advisors - Wilmington, DE
Personal assistant/financial advisor
Full Profile

Kevin Kaminski Media, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Leader • Managers

Experience & Education

Work

Company:
Wells fargo advisors - Philadelphia, PA
Financial advisor
Company:
Axa advisors - karr barth associates - Bala-Cynwyd, PA
Financial consultant
Full Profile

Tara Lafferty Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative • Counselor • Advisor • Area Manager • Managers • Sales Agent • Pharmaceutical Sales Representative • Senior Sales Representative • Client Service Officer • Sales Representative • Senior Customer Service Representative • District Manager • Region Manager • Physician • Customer Service • Office Clerk • Clerical Specialist • Dean • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Senior Sales Diabetes Specialist Representative at Eli Lilly and Company
Title:
Senior Sales Diabetes Specialist at Eli Lilly and Company
Location:
Greater Philadelphia Area
Industry:
Pharmaceuticals
Work history:
Eli Lilly and Company - Media, PASenior Sales Diabetes Specialist Representativesince Aug 2011Eli Lilly & Company - Lansdale, PAPharmaceutical Sales RepresentativeJan 2010 - Oct 2011
Skills:
Customer Relations, Customer Service, Microsoft Office, Insurance, Billing, Closing Business,...
Broker/Financial Advisor at Financial Planning Associates
Full Profile

Peter Listino Media, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Acting Professional • Impersonator • Emergency Medical Technician • Paramedic • Medical Practice Professional • Medical Practitioner • Emergency Medical Care • Hospital Care Professional • Health Professional • Health Practitioner • Singer • Song Lyricist • Lyricist • Poet • Author • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Science • Chief Executive

Experience & Education

Title:
I am attending the incredibe STEM complex for Post-baccalaureate / Pre-med requirements
Location:
Media, Pennsylvania
Industry:
Medical Practice
Work history:
Delaware County Community College - Media, PAPatient ActorSep 2012 - Dec 2012St. Christopher's Hospital for Children ED (Contracted from PCA EMStar Holdings LP) - St. Christopher's Hospital for ChildrenEmergency Medical TechnicianOct 2011 - Nov 2012
Financial Advisor at Peter LISTINO
Full Profile

John Endres Philadelphia, PA

Professions & Specialties

Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Advisor • Partner • Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Founding Partner at Paragon Capital Advisors, LLC, Owner at John F. Endres, CPA
Title:
CPA & Registered Investment Advisor
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Paragon Capital Advisors, LLC - Springfield, PA & Blue Bell, PAFounding Partnersince Nov 2001John F. Endres, CPA - Springfield, PAOwnersince 1975
Financial Advisor Network,FAN,
Full Profile

Peter Listino Media, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Emergency Medical Technician • General Medical Care Specialist • Paramedic • Medicine Professional • Healthcare Practitioner • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Underwriter • Bachelor of Science • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Work

Company:
Emstar ambulance services at roxborough base
Advanced life support (als) emergency medical technician
Company:
Emstar ambulance services @ st. christopher's hospital for children ed
Advanced life support (als) emergency medical technician

Skills

Proficient ALS Assistance Skills; Mastery of all PA BLS Protocols, CPR, AED, ALS Equipment Check...
Full Profile

Stanley Jedrusiak Media, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Controller • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Financial Director • Manager • Financial Manager • Financial Officer • Operations Manager • Lecturer • Postsecondary Teacher

Experience & Education

Work

Company:
Minsec companies, llc - Wallingford, PA
Controller
Company:
Pine equity ny, inc - New York, NY
Controller
Full Profile

Stanley Jedrusiak Media, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Controller • Financial Director • Manager • Financial Manager • Financial Officer • Operations Manager • Bachelor of Science • Lecturer • Postsecondary Teacher

Experience & Education

Work

Company:
Minsec companies, llc - Wallingford, PA
Controller
Company:
Pine equity ny, inc - New York, NY
Controller
Full Profile

Dominic Marsico Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing partner at Securian Financial Group, Managing Partner at Wechsler Marsico Associates,...
Title:
Managing Partner at Wechsler Marsico Associates
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Securian Financial Group Managing partnersince 1995Wechsler Marsico Associates - 120 East State Street media Pa. 19063Managing Partnersince Mar 1980
Bachelor of Science and Chartered Financial Consultant
Full Profile

Sean Watson Philadelphia, PA

Professions & Specialties

Producer • Sales Agent • Sales Representative • Managing Partner • Partner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales Rep at Liberty Mutual Insurance, Managing Partner at Watson & Donohue Capital
Title:
Producer Liberty Mutual Insurance
Location:
Greater Philadelphia Area
Industry:
Insurance
Work history:
Liberty Mutual Insurance - Media, PaSales Repsince Jan 2013Watson & Donohue Capital - Exton, PaManaging Partnersince 2009
Financial Advisor at Merrill Lynch
Full Profile

Shaun Barry Media, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Counselor • Advisor • Master of Science • Bachelor of Arts • Sales Representative

Experience & Education

Work

Company:
Restorix health
Vice presdient east coast operations
Company:
Astrazeneca pharmaceuticals
National therapeutic area sales trainer
Full Profile

Cynthia Yanchus Media, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Controller • Financial Manager • Financial Director • Financial Officer • Medical Director • Manager • Health Services Director • Operations Manager • Business Manager • Health Services Manager

Experience & Education

Work

Company:
Afa investment inc. and subsidiaries
Corporate controller
Company:
Kydex, llc
Financial manager

Skills

Excel, Word, JD Edwards, Power Point, Platinum, BPCS, Canopy, Leadership Training, Public Speaking
Full Profile

Nathaniel Ramsey Media, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Area Sales Manager • Regional Sales Consultant • Sales Representative • Bachelor of Business Administration

Experience & Education

Work

Company:
Adaptive curriculum - Scottsdale, AZ
Regional sales manager
Company:
Plato learning inc
Software sales
Full Profile

Stanley Jedrusiak Media, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Auditor • Associate Professor • Lecturer • Postsecondary Teacher • Director • Operations Manager • Bachelor of Science

Experience & Education

Work

Company:
Minsec companies, llc - Wallingford, PA
Controller
Company:
Pine equity ny, inc - New York, NY
Controller
Full Profile

Dan Marsh Media, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Controlling Specialist • Controller • Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science • Business Administrator

Experience & Education

Work

Company:
Oarc
Comptroller
Company:
Athenian properties - Philadelphia, PA
Accounting manager
Full Profile

Dan Marsh Media, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Controlling Specialist • Controller • Manager • Operations Manager • Business Administrator • Bachelor of Science

Experience & Education

Work

Company:
Oarc
Comptroller
Company:
Athenian properties - Philadelphia, PA
Accounting manager
Full Profile

Makki Russo Media, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Captain • Apprentice • Team Member • Tour Guide • Bachelor of Science • Student Worker

Experience & Education

Work

Company:
Justine's cuisine
Company:
Justine's cuisine
All purpose member
Full Profile

Guy Matthews Media, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Fiduciary • Trust Law Attorney • Lawyers • Psychologist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Operations Manager • Psychology Specialist

Experience & Education

Office:
Eckell, Sparks, Levy, Auerbach, Monte, Sloane, Matthews & Auslander, P.C.
344 West Front Street, Media, PA 19063
Phone:
(484) 842-0363 (Phone), (484) 842-0363 (Phone), (610) 565-1596 (Fax)
Specialties:
Estate Planning, Estate Administration
ISLN:
905091905
Admitted:
1980, Pennsylvania
Biography:
Guy joined Eckell Sparks in 1989. He received his undergraduate and master's degree in Business...
Full Profile

Megan Gerhart Lansdale, PA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Volunteer • Contractor • Non-Profit • Independent Business Owners • Analysts • Team Member • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Science • Computer Specialist

Experience & Education

Position:
Financial Planner at Xeric Industries, Lead Accountant at Three Stones East, LLC, Personal...
Title:
Financial Planner at Xeric Industries
Location:
Lansdale, Pennsylvania
Industry:
Accounting
Work history:
Xeric Industries - Lansdale, PAFinancial Plannersince Sep 2012Three Stones East, LLC - Wallingford, PALead Accountantsince Feb 2012
Personal Financial Advisor at Self Employed
Full Profile

Justin Shapiro Greenville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Apprentice • Student Worker

Experience & Education

Work

Company:
Mattress outlet - Greenville, NC
Sales representative
Company:
Merrill lynch - Media, PA
Financial advisor intern
Full Profile

Financial Consultants near Media, PA07881,5762,3643,1523,940PhiladelphiaWayneConshohockenNorristownBerwynNewtown SquareValley ForgeGlen MillsChesterHaverford


Financial Consultants around Media, PA

Ardmore  (5)
Berwyn  (20)
Chester  (9)
Claymont  (2)
Concordville  (3)
Conshohocken  (57)
Darby  (3)
Devon  (6)
Folcroft  (1)
Folsom  (1)
Gibbstown  (2)
Gladwyne  (1)
Glen Mills  (11)
Haverford  (8)
Norristown  (28)
Norwood  (1)
Paoli  (6)
Philadelphia  (3,937)
Sharon Hill  (1)
Swarthmore  (1)
Valley Forge  (14)
Wayne  (97)

Financial Consultants in Pennsylvania

Sub-specializations

Financial Associate  (2)
Financial Consultant  (35)