Our Professionals
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Licenses: Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Advisor Law Examination), Certified Divorce Financial Analyst, Life and Variable Annuity InsuranceArea of Specialization: Asset Management, Divorce Financial Planning
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
Location: 354 State Street Suite 204 Hackensack, New Jersey 07601Phone: (201) 498-0072
Licenses: Series 4 (Registered Options Principal), Series 7 (Registered Representative), Series 24 (Registered Securities Principal), Series 53 (Registered Municipal Securities Principal), Series 63 (State Blue Sky) Uniform Securities Agent State Law Examination, Series 66 (Investment Advisory), Series 99 (Operations Professional), Life and Variable Annuity Insurance LicenseArea of Specialization: Firm's Chief Executive Officer, Investment Management, Research and Analysis, Brokerage Operations and Trading, Fixed Income Analysis
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
Location: 5237 Summerlin Commons Boulevard, Fort Myers, Florida 33907, United StatesPhone: (239) 275-2210
A
Licenses: Series 65 (Uniform Investment Advisor Law Examination), Member of Pennsylvania BarArea of Specialization: Financial Planning, Portfolio Management
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
B
Licenses: Series 7 (General Securities Representative), Series 65 (Uniform Combined Law Examination)Area of Specialization: Real Estate, 1031 Exchange Strategies, DST Properties
Location: 10111 petite Ave North Hills, CA 91343Phone: 213-800-3174
Licenses: Series 6 (Investment Company Products/Variable Securities Representative), Series 63 (Uniform Securities Agent State Law Examination), Life and Variable Annuity Insurance LicenseArea of Specialization: Retirement Planning
Location: 17 Eastwood Drive, Palm Coast, Florida 32164, United StatesPhone: (386) 437-0072
Area of Specialization: Client Services
Licenses: Series 1 (General Securities Representative), Series 26 Life and Variable Annuity Insurance LicenseArea of Specialization: Tax Planning, Oil & Gas Participation Programs, Insurance and Annuities
Location: 17 Eastwood Drive, Palm Coast, Florida 32164, United StatesPhone: (386) 437-0072
Licenses: Series 5 (Interest Rate Options Exam) Series 7 (General Securities Representative Exam) Series 66 ( Investment Advisors Combines State Law Exam) Series 65 (Investment Advisor Law Exam) Series 63 (State Law Exam)Area of Specialization: Direct Participation Program, Real Estate, 1031 Exchanges
Location: 141 Weaver Street Greenwich, CT 06831Phone: 917-692-8282
Licenses: Series 7 (Registered Representative), Series 66 (Investment Advisory)Area of Specialization: Financial Planning, Portfolio Management, Real Estate 1031 Exchange
Location: 780 5th Avenue, South Naples, FL 34102Phone: 239-298-5263
C
Licenses: Series 65 (Investment Advisor Law Exam)
Series 63 (State Law Exam)
Series 7 (General Securities Representative Exam)
Series 22 (Direct Participation Program Exam)
Series 31 (Managed Futures Exam)Area of Specialization: 1031 Exchange, Real Estate Investments, Direct Participation Programs
Location: 10111 petite Ave North Hills, CA 91343Phone: 213-800-3174
Licenses: Series 99 (Registered Operations Professional)Area of Specialization: Operations and Bookeeping, Brokerage Operations
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
Area of Specialization: Operations, Real Estate Operations
Location: 101 Main Street, Suite 260 Huntington Beach, California 92648Phone: (949) 529-5756
D
Area of Specialization: Brokerage Operations, Investment Advisory Operations
Location: 925 Main Street, Waterboro, ME 04087, United StatesPhone: (855) 754-6730
Licenses: Series 11 (Order Processing), Series 65 (Uniform Investment Advisor Law Examination)Area of Specialization: Brokerage Operations, Investment Advisory Operations
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
E
Licenses: Member of Pennsylvania BarArea of Specialization: Research, Due Diligence
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
F
Licenses: Series 63 (Uniform Securities Agent State Law Exam)
Series 22 (Direct Participation ProgramsArea of Specialization: Real Estate, 1031 Exchange Strategies, Commercial Real Estate Brokerage, DST Properties, NNN Properties, Cost Segregation, Installment Sales
Location: 1609 Limekiln Pike, Dresher, PA 19025Phone: (215) 816-5835
Licenses: Series 63 (State Law Exam) Series 22 (Direct Participation Program Exam)Area of Specialization: 1031 Exchange, Direct Participation Programs, Real Estate Research
Location: 2123 Truxton Rd San Diego, CA 92106Phone: 619-677-3100
H
Licenses: Series 7 (General Securities Representative), Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State Law Examination), Series 66 (Uniform Combined Law Examination), Insurance Licensed for Accident and Health, Life, and Variable ContractsArea of Specialization: Real Estate, 1031 Exchange Strategies, DST Properties, Real Estate Investment Trusts, Retirement Planning, 401K Plans, Annuities, Long Term Care
Licenses: CPA, Series 27 (Financial and Operations Principal), Series 99 (Operations Professional)Area of Specialization: Accounting, Finance, Financial Regulations
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
K
Licenses: Series 65 (Uniform Investment Advisor Law Examination), Certified Trust Financial Advisor (CTFA)Area of Specialization: Financial Planning, Estate Planning, Trust Planning
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
M
Area of Specialization: Research and Due Diligence Support, Information Technology
Location: 5237 Summerlin Commons Boulevard, Fort Myers, Florida 33907, United StatesPhone: (239) 275-2210
Licenses: Series 65 (Uniform Investment Advisor Law Examination)Area of Specialization: Investment Analysis and Research
Location: 5237 Summerlin Commons Boulevard, Fort Myers, Florida 33907, United StatesPhone: (239) 275-2210
Location: 7021 Kewanee Ave, Ste 8-102 Lubbock, TX 79424Phone: 806-407-3340
N
Licenses: Series 7 (General Securities Representative), Series 24 (Registered Securities Professional), Series 66 (Uniform Combined Law Examination)Area of Specialization: Investment Analysis and Research, Real Estate, Portfolio Management
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
O
Licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination), California Real Estate LicenseArea of Specialization: Real Estate, 1031 Exchange, DST Property, Real Estate Investment Trusts
Location: 101 Main Street, Suite 260 Huntington Beach, California 92648Phone: (949) 529-5756
P
Licenses: Certified Financial Planner™ (CFP®), Accredited Estate Planner® (AEP®) Chartered Life Underwriter (CLU) and Chartered Financial Consultant™ (ChFC®), Series 7 (General Securities Representative), Series 24 (General Securities Principal),Series 63 (Uniform Securities Agent), Life and Variable Annuity Insurance License, Licensed Real Estate Agent. Area of Specialization: Investment Management, Wealth Management, 1031 Exchanges, Estate Protection Strategies, Retirement Income Solutions.
Location: 1965 Commerce Center Circle Suite D., Prescott, AZ 86301Phone: (928) 443-4452
Licenses: Series 22 (Direct Participation Programs) Series 63 (Uniform Securities Act) Licensed as a Life Accident and Health ProducerArea of Specialization: Real Estate; Health Insurance
Location: 201 Heather Lane, Wilmette, IL 60091, United StatesPhone: 847-256-4975
R
Licenses: Series 63 (State Law Exam)
Series 7 (General Securities Representative Exam)
Series 6 (Investment Company Products/Variable Contracts Representative Examination)Area of Specialization: 1031 Exchange, Direct Participation Programs, Real Estate Research
Location: 3400 S Tamiami Trail Suite 202 Sarasota, FL 34239Phone: 941-366-1300
S
Licenses: Series 22 (Direct Participation Programs), Series 63 (State Law Blue Sky Uniform Securities State Law)Area of Specialization: 1031 Exchange strategies, Qualified Opportunity Zone Funds, DST properties, real estate due diligence
Location: 3325 Turnbridge Dr Raleigh, NC 27609Phone: 919-795-7068
Area of Specialization: Investment, Research and due diligence
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
Licenses: Series 65 Investment Advisor RepresentativeArea of Specialization: Investment Management and Research, Investment Real Estate Research
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
Licenses: Investment Company Representative (Series 6), General Securities Representative (Series 7), General Securities Principal (Series 24), State Law Examination (Series 63), Licensed Real Estate Broker.
Areas of Specialization: Real Estate, 1031 exchange Strategies, DST and TIC Properties research.Area of Specialization: Real Estate, 1031 exchange Strategies, DST and TIC Properties research.
Location: 13530 Parker Street, Omaha, NE 68154, United StatesPhone: (866) 545-1031
T
Licenses: Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State Law Examination)Area of Specialization: 1031 Exchange Strategies, Commercial Real Estate Brokerage, DST Properties
Location: 15490 Ventura Blvd, Sherman Oaks, CA 91403, USAPhone: (310) 344-4900
Licenses: Series 7 (General Securities Representative), Series 66 (Uniform Combined Law Examination), Member California State BarArea of Specialization: Real Estate, 1031 Exchange Strategies, DST Properties, Real Estate Investment Trusts
Location: 101 Main Street, Suite 260 Huntington Beach, California 92648Phone: (949) 529-5756
Licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination)Area of Specialization: Real Estate, 1031 Exchange, DST Property, Real Estate Investment Trusts
Location: 101 Main Street, Suite 260 Huntington Beach, California 92648Phone: (949) 529-5756
Z
Area of Specialization: Operations
Area of Specialization: Client Care Specialist, Operations
Location: 1965 Commerce Center Circle Suite D., Prescott, AZ 86301Phone: (928) 443-4452