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Distance Only Millburn, 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
Michael Pinto (CRD# 5965602) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Millburn, NJ and has over 12 years of experience in the finance industry.
Ekta Roongta (CRD# 5192476) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Millburn, NJ and has over 17 years of experience in the finance industry. Ekta Roongta 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.
Bryan Sawyer (CRD# 2945177) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Millburn, NJ and has over 26 years of experience in the finance industry. Bryan Sawyer 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.
Maurice Simpkins (CRD# 6306188) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Millburn, NJ and has over 7 years of experience in the finance industry.
Andrea Spatola (CRD# 2562541) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Millburn, NJ and has over 28 years of experience in the finance industry.
Jamaal Stanton (CRD# 5471453) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Millburn, NJ and has over 16 years of experience in the finance industry.
Renna Swayne (CRD# 1592734) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Millburn, NJ and has over 20 years of experience in the finance industry.
Wai Kit Tsin (CRD# 5354806) is an Investment Advisor Representative working at Edward Jones in Millburn, NJ and has over 5 years of experience in the finance industry.
Mark Villani (CRD# 5860047) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Millburn, NJ and has over 13 years of experience in the finance industry.
Gregory Wolder (CRD# 5910990) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Millburn, NJ and has over 12 years of experience in the finance industry.