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Distance Only Madison, 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
Matthew Harbarcuk (CRD# 5732790) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 14 years of experience in the finance industry.
Christopher Hasselgren (CRD# 2718049) is an Investment Advisor Representative working at Mml Investors Services, LLC in Madison, NJ and has over 28 years of experience in the finance industry.
David Hill (CRD# 2760006) is an Investment Advisor Representative working at Mariner Wealth in Madison, NJ and has 1 year of experience in the finance industry. David Hill 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.
Linda Kalata (CRD# 1613918) is an Investment Advisor Representative working at Premier Path Wealth Partners, LLC in Madison, NJ and has over 19 years of experience in the finance industry.
John Klimas (CRD# 2799511) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Madison, NJ and has over 26 years of experience in the finance industry.
Hoa Le (CRD# 2979168) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 25 years of experience in the finance industry.
Michael Lehman (CRD# 2709399) is an Investment Advisor Representative working at Premier Path Wealth Partners, LLC in Madison, NJ and has over 28 years of experience in the finance industry. Michael Lehman 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.
Mark Lichtenfeld (CRD# 2762708) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 27 years of experience in the finance industry.
Patrick McCahill (CRD# 6201922) is an Investment Advisor Representative working at Hightower Advisors, LLC in Madison, NJ and has over 6 years of experience in the finance industry. Patrick McCahill 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.
Maria Millner (CRD# 5692402) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 11 years of experience in the finance industry.