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Distance Only Short Hills, 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
Valerie Murray (CRD# 1442727) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 14 years of experience in the finance industry.
Eric Nelson (CRD# 5815563) is an Investment Advisor Representative working at Abe Capital Management, LLC in Short Hills, NJ and has over 13 years of experience in the finance industry.
Emily Nikoloudis (CRD# 3223547) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Short Hills, NJ and has over 10 years of experience in the finance industry.
Thomas O'rourke (CRD# 1090582) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Short Hills, NJ and has over 38 years of experience in the finance industry.
Reginald Parker (CRD# 6564953) is an Investment Advisor Representative working at Morgan Stanley in Short Hills, NJ and has over 5 years of experience in the finance industry.
Bela Patel (CRD# 2842340) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 12 years of experience in the finance industry.
Philip Paul (CRD# 4875748) is an Investment Advisor Representative working at Morgan Stanley in Short Hills, NJ and has over 19 years of experience in the finance industry. Philip Paul 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.
Kevin Pearly (CRD# 4071099) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Short Hills, NJ and has over 24 years of experience in the finance industry.
Jaclyn Pennella (CRD# 5347869) is an Investment Advisor Representative working at Wells Fargo Advisors in Short Hills, NJ and has over 16 years of experience in the finance industry.
Alan Perlberg (CRD# 1111849) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Short Hills, NJ and has over 37 years of experience in the finance industry.