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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
Sean Carter (CRD# 5658864) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mount Laurel, NJ and has over 14 years of experience in the finance industry.
David Cassin (CRD# 6219173) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Mount Laurel, NJ and has over 10 years of experience in the finance industry.
Joseph Checchio (CRD# 2109180) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Laurel, NJ and has over 33 years of experience in the finance industry.
Chi-hong Chu (CRD# 4615119) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mount Laurel, NJ and has over 21 years of experience in the finance industry.
Anthony Cifelli (CRD# 4220104) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mount Laurel, NJ and has over 23 years of experience in the finance industry.
Jamie Cohen (CRD# 5364775) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mount Laurel, NJ and has over 8 years of experience in the finance industry.
Michael Colacci (CRD# 2504222) is an Investment Advisor Representative working at Morgan Stanley in Mount Laurel, NJ and has over 29 years of experience in the finance industry.
Jason Cole (CRD# 3211818) is an Investment Advisor Representative working at Full Court Strategic Wealth, LLC in Mount Laurel, NJ and has over 25 years of experience in the finance industry. Jason Cole 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.
Michael Coles (CRD# 6591282) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mount Laurel, NJ and has over 7 years of experience in the finance industry. Michael Coles 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.
John Conners (CRD# 5542311) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mount Laurel, NJ and has over 13 years of experience in the finance industry.