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BENEFITING: Catch A Lift Fund. She maintains securities Series 6 and 63 registrations and holds her Life, Accident & Health Insurance license.Jessica is currently a resident of Pennsylvania where she lives with her husband Morgan and their daughters Harper and Finley.
Each financial decision you make and action you take will have a significant impact on your future financial security.”Alex works on Investments & Planning team and he is responsible for market research and preparing financial planning reports for our clients.Alex holds insurance licenses for life, accident, health, and variable annuities, as well as FINRA series 7 and 63 registrations.
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Kevin has a special appreciation for his horses, since he not only trains them, but they train him too. He graduated from the University of Virginia with a bachelor’s degree in economics and psychology.
She has held positions in both investment and commercial banking companies. Anonymous. His favorite “get away from it all” place is the lakes and mountains of New Hampshire.Mark J. Feldman, CFP, CLTC has been serving his clients since 2000. He works closely with wealth advisors to create fully integrated wealth management proposals for their clients.
Matt Renov provides investment advisory services through Bleakley Advisory Group, an SEC Registered Investment Adviser.Phil Roberts has over 20 years of experience in the financial services industry. 50+ videos Play all Mix - Mara Lima - Daniel (Ao Vivo) YouTube Mara Lima - Além da Medicina (Ao Vivo) ft. Shirley Carvalhaes - Duration: 4:30.
We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. 40% Raised of$1,000 Goal. He is a graduate of Mount Saint Mary College and he holds his Gary has been a member of our team since 1993.
James says he loves what he does because he truly enjoys building relationships, and friendships, with each of his clients.James holds his Series 7, 66 registrations through LPL Financial. In addition, Pastor was a Financial Advisor in California and Florida for ten years. Prior to joining the firm, Paul spent seven years an investment advisor at Republic National Bank.Paul graduated from The Citadel, The Military College of South Carolina, with a Bachelor of Science in Business Administration and a Bachelor of Arts is Spanish. Patrick will work with you every step of the way with the integrity and high level of service you expect.Patrick earned his Bachelor of Science degree in Mechanical Engineering from Villanova University in Pennsylvania and earned the CERTIFIED FINANCIAL PLANNERBorn & raised in India, Bachelor’s Degree in Business & Science from SUNY Stonybrook, likes to spend time his friends & family, and his Boxer McClain, rides his Harley Davidson in his spare timeSuccess doesn’t happen by chance.
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