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Distance Only Morris Plains, 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
Robert Blocker (CRD# 2975571) is an Investment Advisor Representative working at Avantax Advisory Services in Morris Plains, NJ and has over 26 years of experience in the finance industry.
Richard Dimitrakis (CRD# 5465031) is an Investment Advisor Representative working at Lpl Financial LLC in Morris Plains, NJ and has over 15 years of experience in the finance industry. Richard Dimitrakis 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.
Marnie Hards (CRD# 2853425) is an Investment Advisor Representative working at Aznar Financial Advisors, LLC in Morris Plains, NJ and has over 26 years of experience in the finance industry. Marnie Hards 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.
Jason Hollowell (CRD# 5549653) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Morris Plains, NJ and has over 13 years of experience in the finance industry.
Peter Kalin (CRD# 3097799) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Morris Plains, NJ and has over 25 years of experience in the finance industry.
William Lachance (CRD# 6268637) is an Investment Advisor Representative working at Wjl Financial Advisors in Morris Plains, NJ and has over 10 years of experience in the finance industry. William Lachance 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.
Sharif Marzouk (CRD# 4493409) is an Investment Advisor Representative working at Equitable Advisors, LLC in Morris Plains, NJ and has over 21 years of experience in the finance industry.
Youssef Marzouk (CRD# 1078356) is an Investment Advisor Representative working at Equitable Advisors, LLC in Morris Plains, NJ and has over 36 years of experience in the finance industry.
Alex Musat (CRD# 3157728) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Morris Plains, NJ and has over 24 years of experience in the finance industry.
Stephen Stemple (CRD# 1777832) is an Investment Advisor Representative working at Mml Investors Services, LLC in Morris Plains, NJ and has over 29 years of experience in the finance industry.