-
Distance Only Hoboken, NJ
-
COMPENSATION Either
-
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
William Alexander (CRD# 6093441) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hoboken, NJ and has over 9 years of experience in the finance industry.
Todd Berger (CRD# 4806289) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Hoboken, NJ and has over 19 years of experience in the finance industry.
Allison Burch (CRD# 5006216) is an Investment Advisor Representative working at Equitable Advisors, LLC in Hoboken, NJ and has over 18 years of experience in the finance industry.
Patrick Ceccacci (CRD# 5814596) is an Investment Advisor Representative working at Prosperiant Wealth Management, LLC in Hoboken, NJ and has over 12 years of experience in the finance industry.
Kyle Cholawa (CRD# 5824805) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hoboken, NJ and has over 7 years of experience in the finance industry.
Mark Coury (CRD# 5808741) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Hoboken, NJ and has over 12 years of experience in the finance industry.
Miguel Fernandez (CRD# 3102024) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Hoboken, NJ and has over 22 years of experience in the finance industry.
Amy Frank Goldman (CRD# 2815021) is an Investment Advisor Representative working at Independent Financial Group, LLC in Hoboken, NJ and has over 26 years of experience in the finance industry.
Christopher Menzel (CRD# 6060638) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Hoboken, NJ and has over 9 years of experience in the finance industry.
Michael Oconnor (CRD# 5675878) is an Investment Advisor Representative working at Capasso Planning Partners LLC in Hoboken, NJ and has over 9 years of experience in the finance industry. Michael Oconnor 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.