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Distance Only Ocean, 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
Charles Cerone (CRD# 1352024) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Ocean, NJ and has over 19 years of experience in the finance industry.
Michael Kahn (CRD# 2698374) is an Investment Advisor Representative working at Corollary Capital LLC in Ocean, NJ and has over 12 years of experience in the finance industry.
Jeffrey Kotch (CRD# 4400788) is an Investment Advisor Representative working at Avantax Advisory Services in Ocean, NJ and has over 22 years of experience in the finance industry.
Perry Weyser (CRD# 3132457) is an Investment Advisor Representative working at Avantax Advisory Services in Ocean, NJ and has over 25 years of experience in the finance industry. Perry Weyser 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.
Mark Jaffee (CRD# 1019370) is an Investment Advisor Representative working at Sgkd Advisory Services LLC in Ocean, NJ and has over 3 years of experience in the finance industry.
John Kruse (CRD# 7213228) is an Investment Advisor Representative working at Coastal Plains Capital Management LLC in Ocean, NJ and has over 5 years of experience in the finance industry.
Alyssa Saavedra (CRD# 7203578) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocean, NJ and has over 3 years of experience in the finance industry.