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Distance Only Brielle, NJ
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Andrew Aldi (CRD# 3120758) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Brielle, NJ and has over 24 years of experience in the finance industry.
Kenneth Bogert (CRD# 6364909) is an Investment Advisor Representative working at Park Avenue Securities LLC in Brielle, NJ and has over 8 years of experience in the finance industry.
Miguel Coelho (CRD# 5487034) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Brielle, NJ and has over 15 years of experience in the finance industry.
James Fay (CRD# 6462454) is an Investment Advisor Representative working at Shore Point Advisors, LLC in Brielle, NJ and has over 7 years of experience in the finance industry.
Elizabeth Hart (CRD# 1735664) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Brielle, NJ and has over 36 years of experience in the finance industry.
Jorie Johnson (CRD# 4740931) is an Investment Advisor Representative working at Financial Futures in Brielle, NJ and has 1 year of experience in the finance industry. Jorie Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Neil Kriegstein (CRD# 3014535) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Brielle, NJ and has over 23 years of experience in the finance industry. Neil Kriegstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jason Lamb (CRD# 5746696) is an Investment Advisor Representative working at Shore Point Advisors, LLC in Brielle, NJ and has over 10 years of experience in the finance industry.
Nancy Marucci-Pizzuta (CRD# 4421999) is an Investment Advisor Representative working at Avantax Advisory Services in Brielle, NJ and has over 7 years of experience in the finance industry.
Jacob Rue (CRD# 4962851) is an Investment Advisor Representative working at Shore Point Advisors, LLC in Brielle, NJ and has over 18 years of experience in the finance industry.