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Distance Only Oakland, 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
Dean Shah (CRD# 6157212) is an Investment Advisor Representative working at Atlas Fiduciary Financial, LLC in Oakland, NJ and has over 11 years of experience in the finance industry. Dean Shah 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.
Kalpana Thakkar (CRD# 2744931) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Oakland, NJ and has over 6 years of experience in the finance industry.
Paul Thompson (CRD# 705587) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakland, NJ and has over 29 years of experience in the finance industry.
Robert Thompson (CRD# 2096595) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakland, NJ and has over 29 years of experience in the finance industry.
Thomas Watkins (CRD# 2370494) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakland, NJ and has over 7 years of experience in the finance industry.
Shraig Zisman (CRD# 5595421) is an Investment Advisor Representative working at Primerica Advisors in Oakland, NJ and has over 15 years of experience in the finance industry.
Matthew Brewer (CRD# 6719069) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakland, NJ and has over 4 years of experience in the finance industry.
Javier Bustamante (CRD# 5963178) is an Investment Advisor Representative working at Primerica Advisors in Oakland, NJ and has over 12 years of experience in the finance industry.
Tiffany Carra (CRD# 6780634) is an Investment Advisor Representative working at Primerica Advisors in Oakland, NJ and has over 6 years of experience in the finance industry.
Michael Keating (CRD# 3201281) is an Investment Advisor Representative working at Primerica Advisors in Oakland, NJ and has over 25 years of experience in the finance industry.