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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
Jaclyn Ackerson (CRD# 2226733) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 16 years of experience in the finance industry.
Mark Adams (CRD# 2545436) is an Investment Advisor Representative working at Lpl Financial LLC in Egg Harbor Township, NJ and has over 29 years of experience in the finance industry.
David Allegretto (CRD# 2708056) is an Investment Advisor Representative working at Wells Fargo Advisors in Ocean City, NJ and has over 28 years of experience in the finance industry.
Craig Andres (CRD# 5306985) is an Investment Advisor Representative working at Lpl Financial LLC in Ocean City, NJ and has over 16 years of experience in the finance industry.
Ralph Autuore (CRD# 2164306) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 30 years of experience in the finance industry.
Louis Barberio (CRD# 2122037) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Linwood, NJ and has over 31 years of experience in the finance industry.
Peter Barron (CRD# 4572220) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Mays Landing, NJ and has over 21 years of experience in the finance industry.
Nicholas Bernhardt (CRD# 6126671) is an Investment Advisor Representative working at Lpl Financial LLC in Vineland, NJ and has over 8 years of experience in the finance industry.
Richard Bertsch (CRD# 1074878) is an Investment Advisor Representative working at Focus Wealth Advisors LLC in Ocean City, NJ and has over 40 years of experience in the finance industry. Richard Bertsch 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.
Andrew Bilotta (CRD# 1201281) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Avalon, NJ and has over 40 years of experience in the finance industry. Andrew Bilotta 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.