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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
Edward Levene (CRD# 6628266) is an Investment Advisor Representative working at Ta Capital Management, LLC in Turnersville, NJ and has over 7 years of experience in the finance industry.
Diane Levin (CRD# 5414365) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 16 years of experience in the finance industry.
Michael Lewandoski (CRD# 2870828) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Barnegat, NJ and has over 27 years of experience in the finance industry.
Leonard Lewis (CRD# 6262731) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Haddon Heights, NJ and has over 10 years of experience in the finance industry.
Gina Lindsey (CRD# 4454905) is an Investment Advisor Representative working at Lpl Financial LLC in Voorhees Township, NJ and has over 22 years of experience in the finance industry. Gina Lindsey 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.
James Lombardo (CRD# 2128220) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Haddon Heights, NJ and has over 29 years of experience in the finance industry.
Hurong Lou (CRD# 5208342) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Turnersville, NJ and has over 17 years of experience in the finance industry.
Tylor Love (CRD# 6720809) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 7 years of experience in the finance industry.
Jacob Mack (CRD# 4354369) is an Investment Advisor Representative working at Masters Legacy Planning in Linwood, NJ and has over 23 years of experience in the finance industry. Jacob Mack 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.
Gail Mackler-Carlino (CRD# 1340615) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Northfield, NJ and has over 39 years of experience in the finance industry.