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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
Kimberly Fumo (CRD# 4287719) is an Investment Advisor Representative working at Wells Fargo Advisors in Linwood, NJ and has over 23 years of experience in the finance industry.
Oscar Garcia-Piedrahita (CRD# 7541317) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Vineland, NJ and has over 2 years of experience in the finance industry.
Robert Gleason (CRD# 3019248) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rio Grande, NJ and has 1 year of experience in the finance industry.
Gregory Gottlieb (CRD# 7303256) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 3 years of experience in the finance industry.
Lauren Grant (CRD# 5558410) is an Investment Advisor Representative working at Morgan Stanley in Northfield, NJ and has 1 year of experience in the finance industry.
Tracy Johnson (CRD# 5197978) is an Investment Advisor Representative working at Edward Jones in Linwood, NJ and has over 2 years of experience in the finance industry.
Svetlana Kaploun (CRD# 6430154) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cape May, NJ and has over 4 years of experience in the finance industry.
Kenneth Kelly (CRD# 4355416) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Absecon, NJ and has over 23 years of experience in the finance industry. Kenneth Kelly 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.
Kimberly Kern (CRD# 4882084) is an Investment Advisor Representative working at Edward Jones in Linwood, NJ and has 1 year of experience in the finance industry.
Allison Kruse (CRD# 7474544) is an Investment Advisor Representative working at Edward Jones in Cape May Court House, NJ and has over 2 years of experience in the finance industry.