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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
Daniel Perry (CRD# 7179942) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Hamilton, NJ and has over 4 years of experience in the finance industry.
Ariel Pienkos (CRD# 6518764) is an Investment Advisor Representative working at Wells Fargo Advisors in Linwood, NJ and has over 7 years of experience in the finance industry.
Vincent Piro (CRD# 6613068) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hamilton, NJ and has over 8 years of experience in the finance industry.
Austin Reid (CRD# 7653056) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has 1 year of experience in the finance industry.
Kyle Roffina (CRD# 6496642) is an Investment Advisor Representative working at Wells Fargo Advisors in Linwood, NJ and has over 6 years of experience in the finance industry. Kyle Roffina 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.
Keith Semler (CRD# 7647060) is an Investment Advisor Representative working at Semler Advising in Egg Harbor City, NJ and has 1 year of experience in the finance industry.
Ashesh Shah (CRD# 7537663) is an Investment Advisor Representative working at Pnc Investments in Absecon, NJ and has over 2 years of experience in the finance industry.
Glen Stewart (CRD# 7224249) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Woodbine, NJ and has 1 year of experience in the finance industry.
Samantha Swiderski (CRD# 7669464) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has 1 year of experience in the finance industry.
Richard Tattory (CRD# 1093626) is an Investment Advisor Representative working at Fountainhead Advisors in Hamilton, NJ and has over 35 years of experience in the finance industry. Richard Tattory 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.