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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
Douglas Bailey (CRD# 2312692) is an Investment Advisor Representative working at Lincoln Investment in Lawrence Township, NJ and has over 22 years of experience in the finance industry.
William Corcoran (CRD# 4713844) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lawrence Township, NJ and has over 15 years of experience in the finance industry.
Joseph Dovidio (CRD# 2772614) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lawrence Township, NJ and has over 27 years of experience in the finance industry.
Frank Fernandez (CRD# 6851399) is an Investment Advisor Representative working at Weingarten Associates, LLC in Lawrence Township, NJ and has over 6 years of experience in the finance industry. Frank Fernandez 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.
Phillip Fine (CRD# 5182758) is an Investment Advisor Representative working at Constantia Capital LLC in Lawrence Township, NJ and has over 7 years of experience in the finance industry.
Harvey Fram (CRD# 2154776) is an Investment Manager (as opposed to an Investment Advisor), founder and lead Portfolio Manager at Constantia Capital LLC in Lawrence Township, NJ and has over 24 years of experience in the finance industry.
Avoid Fees on top of Fees !! More info at www.ConstantiaQuant.com
We offer a suite of Investment Stategies with a proven track record of beating their respective benchmarks:
* Merger-Arbitrage, a fixed-income alternative, earned 6% annlzd since inceptn.
* Large-Cap 130/30 - exceeded the Russell 1000 by 2% annlzd since inceptn.
* Small-Cap 130/30...
Matthew Godfroy (CRD# 4801391) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lawrence Township, NJ and has over 19 years of experience in the finance industry. Matthew Godfroy 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.
Jeffrey Heinel (CRD# 1454586) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Lawrence Township, NJ and has over 38 years of experience in the finance industry.
Kenneth Katcher (CRD# 1438970) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lawrence Township, NJ and has over 36 years of experience in the finance industry.
Michael Paris (CRD# 5087636) is an Investment Advisor Representative working at Commonwealth Financial Network in Lawrence Township, NJ and has over 18 years of experience in the finance industry.