-
Distance Only Short Hills, NJ
-
COMPENSATION Either
-
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
Carly Levine (CRD# 6526303) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Short Hills, NJ and has over 8 years of experience in the finance industry.
Robin Li (CRD# 6227305) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Short Hills, NJ and has over 10 years of experience in the finance industry.
Jinping Lin (CRD# 6731032) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Short Hills, NJ and has over 7 years of experience in the finance industry.
Yvette Lippoczy (CRD# 1120953) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 21 years of experience in the finance industry.
Andrew Liss (CRD# 1068041) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 41 years of experience in the finance industry.
Jordan Liss (CRD# 6131637) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 10 years of experience in the finance industry.
Robert Lobel (CRD# 3129988) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 25 years of experience in the finance industry.
Michael Lozowski (CRD# 713933) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 42 years of experience in the finance industry.
Amy Macisaac (CRD# 2765149) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Short Hills, NJ and has over 25 years of experience in the finance industry.
Ryan Macwright (CRD# 4972150) is an Investment Advisor Representative working at Highlander Capital Management LLC in Short Hills, NJ and has over 16 years of experience in the finance industry. Ryan Macwright 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.