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Distance Metro area (25 miles)
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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
George Psaradakis (CRD# 7129563) is an Investment Advisor Representative working at Prudential Financial Planning Services in East Brunswick, NJ and has 1 year of experience in the finance industry.
Jonathan Scott (CRD# 7864562) is an Investment Advisor Representative working at Prudential Financial Planning Services in East Brunswick, NJ and has 1 year of experience in the finance industry.
Reed Smith (CRD# 7587793) is an Investment Advisor Representative working at Prudential Financial Planning Services in East Brunswick, NJ and has 1 year of experience in the finance industry.
Danielle Veloso (CRD# 5554731) is an Investment Advisor Representative working at Prudential Financial Planning Services in East Brunswick, NJ and has over 4 years of experience in the finance industry.
Richard Wager (CRD# 6404000) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in East Brunswick, NJ and has over 9 years of experience in the finance industry.
Joshua Weiner (CRD# 7755403) is an Investment Advisor Representative working at Prudential Financial Planning Services in East Brunswick, NJ and has 1 year of experience in the finance industry.
Ronald Woods (CRD# 7712997) is an Investment Advisor Representative working at Prudential Financial Planning Services in East Brunswick, NJ and has 1 year of experience in the finance industry.
Sarsi, LLC is a registered investment adviser.We are a Fee-only Financial Advisor based in West New York, NJ and New York City with clients everywhere
We offer investment and financial planning services to individuals- typically successful professionals and business owners. Services provided are : 1.Financial Planning: Overall financial situation of the client including cash flow, debt management, risk management/insurance, estate planning and tax planning. 2. Investment strategy. 3. Asset allocation and risk management. 4. Manager/Investment product selection. 5. Investment monitoring and...
Mostafa Aamer (CRD# 4125056) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Princeton, NJ and has over 13 years of experience in the finance industry.
Cole Aaronson (CRD# 6381165) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 9 years of experience in the finance industry. Cole Aaronson 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.