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Distance Only Hoboken, 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
Julian Perez (CRD# 6292742) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hoboken, NJ and has over 8 years of experience in the finance industry.
David Peyser (CRD# 4397967) is an Investment Advisor Representative working at Pnc Investments in Hoboken, NJ and has over 21 years of experience in the finance industry.
Matthew Rice (CRD# 5558653) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Hoboken, NJ and has over 8 years of experience in the finance industry.
Gary Schwarzman (CRD# 2585611) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hoboken, NJ and has over 29 years of experience in the finance industry.
Nicholas Segovia (CRD# 6365613) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hoboken, NJ and has over 9 years of experience in the finance industry.
Brian Sheahen (CRD# 6760327) is an Investment Advisor Representative working at Hudson Oak Wealth Advisory LLC in Hoboken, NJ and has 1 year of experience in the finance industry. Brian Sheahen 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.
Peter Yurkowski (CRD# 4095286) is an Investment Advisor Representative working at Avantax Advisory Services in Hoboken, NJ and has over 24 years of experience in the finance industry.
Erik Aarts (CRD# 2556961) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Hoboken, NJ and has over 23 years of experience in the finance industry.
Yijia Fan (CRD# 7175648) is an Investment Advisor Representative working at Ione Capital Management LLC in Hoboken, NJ and has over 4 years of experience in the finance industry.
Steven Fishman (CRD# 2428781) is an Investment Advisor Representative working at Mint Asset Management LLC in Hoboken, NJ and has over 30 years of experience in the finance industry.