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Distance Only Freehold, 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
Maureen McGreevy (CRD# 3015526) is an Investment Advisor Representative working at Lpl Financial LLC in Freehold, NJ and has over 5 years of experience in the finance industry.
Robert Mirsky (CRD# 2820693) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Freehold, NJ and has over 27 years of experience in the finance industry.
William Murphy (CRD# 2202808) is an Investment Advisor Representative working at Lpl Financial LLC in Freehold, NJ and has over 32 years of experience in the finance industry.
Paul Nader (CRD# 4038578) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Freehold, NJ and has over 21 years of experience in the finance industry.
Howard Orlick (CRD# 4616007) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Freehold, NJ and has over 20 years of experience in the finance industry.
Ryan Orsley (CRD# 4873927) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Freehold, NJ and has over 18 years of experience in the finance industry.
Janet Petrik (CRD# 6756628) is an Investment Advisor Representative working at Pm Advisors LLC in Freehold, NJ and has over 7 years of experience in the finance industry.
Michael Phillips (CRD# 835784) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Freehold, NJ and has over 38 years of experience in the finance industry. Michael Phillips 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.
Scott Pinheiro (CRD# 1134986) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Freehold, NJ and has over 33 years of experience in the finance industry.
Patrick Preston (CRD# 2241429) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Freehold, NJ and has over 31 years of experience in the finance industry.