Our Professionals
A | B | C | D | E | G | H | K | M | N | O | P | S | T | Z
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
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
A
Licenses: Series 65 (Uniform Investment Advisor Law Examination), Member of Pennsylvania BarArea of Specialization: Financial Planning, Portfolio Management
Licenses: Series 22 - Direct Participation Program, Series 63Area of Specialization: Research, Investment Analysis, Due Diligence, 1031 Exchanges, DST Property
Licenses: Series 7 (General Securities Representative),Series 31 (Managed Futures Examination),Series 66 (Uniform Combined Law Examination)Area of Specialization: Research,Investment and Portfolio Construction, Portfolio Management.
B
Licenses: Series 7 (General Securities Representative), Series 65 (Uniform Combined Law Examination)Area of Specialization: Real Estate, 1031 Exchange Strategies, DST Properties
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
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
Area of Specialization: Client Services
C
Licenses: Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State Law Examination)Area of Specialization: Real Estate Taxation, 1031 Exchange Strategies, DST Properties
Licenses: Series 99 (Registered Operations Professional)Area of Specialization: Operations and Bookeeping, Brokerage Operations
Area of Specialization: Operations, Real Estate Operations
D
Area of Specialization: Brokerage Operations, Investment Advisory Operations
Licenses: Series 11 (Order Processing), Series 65 (Uniform Investment Advisor Law Examination)Area of Specialization: Brokerage Operations, Investment Advisory Operations
E
Licenses: Member of Pennsylvania BarArea of Specialization: Research, Due Diligence
G
Area of Specialization: Brokerage Operations, Investment Advisory Operations
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
K
Licenses: Series 65 (Uniform Investment Advisor Law Examination), Certified Trust Financial Advisor (CTFA)Area of Specialization: Financial Planning, Estate Planning, Trust Planning
M
Area of Specialization: Research and Due Diligence Support, Information Technology
Licenses: Series 65 (Uniform Investment Advisor Law Examination)Area of Specialization: Investment Analysis and Research
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
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
P
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
S
Area of Specialization: Investment, Research and due diligence
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.
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
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
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
Z
Area of Specialization: Operations