Daniel Cfs Email & Phone Number
Senior Portfolio Consultant, Ellis Investment Partners, LLC @ Ellis Investment Partners, LLC.
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Daniel Cfs Location
- Downingtown, PA, US
Daniel Cfs Work
- Senior Portfolio Consultant, Ellis Investment Partners, LLC @ (April 2012 - Present)
- Investment Advisor @ CMS Wealth Management (November 1999 - April 2012)
- Registered Representative @ (May 1994 - November 1999)
Daniel Cfs Education
- University of Scranton 1968-1972
- Society of Certified Senior Advisors
Daniel Cfs Summary
- Daniel Cfs, based in Downingtown, PA, US, is currently a Senior Portfolio Consultant, Ellis Investment Partners, LLC at Ellis Investment Partners, LLC.. Daniel Cfs brings experience from previous roles at CMS Wealth Management and Lincoln Financial Advisors. Daniel Cfs holds a 1968 - 1972 University of Scranton. Daniel Cfs has 2 emails and 1 mobile phone numbers on RocketReach.
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