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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
David Allegretto (CRD# 2708056) is an Investment Advisor Representative working at Wells Fargo Advisors in Ocean City, NJ and has over 28 years of experience in the finance industry.
Craig Andres (CRD# 5306985) is an Investment Advisor Representative working at Lpl Financial LLC in Ocean City, NJ and has over 16 years of experience in the finance industry.
Richard Bertsch (CRD# 1074878) is an Investment Advisor Representative working at Focus Wealth Advisors LLC in Ocean City, NJ and has over 40 years of experience in the finance industry. Richard Bertsch 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.
Andrew Heckenberger (CRD# 1962023) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocean City, NJ and has over 29 years of experience in the finance industry.
Jason Kiefer (CRD# 6034762) is an Investment Advisor Representative working at Wells Fargo Advisors in Ocean City, NJ and has over 11 years of experience in the finance industry.
Jeffrey Laine (CRD# 1752509) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ocean City, NJ and has over 36 years of experience in the finance industry.
Robert Litwin (CRD# 3036642) is an Investment Advisor Representative working at Lpl Financial LLC in Ocean City, NJ and has over 26 years of experience in the finance industry.
Nathan Petrinec (CRD# 4726268) is an Investment Advisor Representative working at Edward Jones in Ocean City, NJ and has over 19 years of experience in the finance industry.
Jeffrey Shirk (CRD# 2090053) is an Investment Advisor Representative working at Wells Fargo Advisors in Ocean City, NJ and has over 33 years of experience in the finance industry.
John Shirk (CRD# 1249939) is an Investment Advisor Representative working at Wells Fargo Advisors in Ocean City, NJ and has over 40 years of experience in the finance industry.