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Distance Only Mahwah, 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
Steven Smith (CRD# 1915043) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Mahwah, NJ and has over 35 years of experience in the finance industry.
Richard Wolfe (CRD# 4766205) is an Investment Advisor Representative working at Saddle River Capital Management, LLC in Mahwah, NJ and has over 23 years of experience in the finance industry. Richard Wolfe 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.
Thomas Zorich (CRD# 5035064) is an Investment Advisor Representative working at Sawtooth Capital LLC in Mahwah, NJ and has over 17 years of experience in the finance industry.
Jerome Casola (CRD# 6581428) is an Investment Advisor Representative working at Primerica Advisors in Mahwah, NJ and has over 8 years of experience in the finance industry.
John Decorso (CRD# 1762649) is an Investment Advisor Representative working at Primerica Advisors in Mahwah, NJ and has over 3 years of experience in the finance industry.
Howard Gershman (CRD# 4726851) is an Investment Advisor Representative working at Primerica Advisors in Mahwah, NJ and has over 20 years of experience in the finance industry.
Rohan James (CRD# 3033314) is an Investment Advisor Representative working at Primerica Advisors in Mahwah, NJ and has over 25 years of experience in the finance industry.
Robert Padgett (CRD# 7610036) is an Investment Advisor Representative working at Primerica Advisors in Mahwah, NJ and has 1 year of experience in the finance industry.
Nicholas Parchinski (CRD# 7463617) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mahwah, NJ and has over 2 years of experience in the finance industry.
Stephen Patota (CRD# 6916593) is an Investment Advisor Representative working at Primerica Advisors in Mahwah, NJ and has over 5 years of experience in the finance industry.