-
Distance Metro area (25 miles)
-
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
Steven Boorstein (CRD# 3179971) is an Investment Advisor Representative with RockCrest Financial LLC in Williamstown, NJ and has over 18 years of experience in the finance industry. Steven 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 putclients' interests first and comply with the Financial Planning Practice Standards.
John Fredrick (CRD# 732986) is an Investment Advisor Representative working at Rockcrest Financial LLC in Somers Point, NJ and has over 25 years of experience in the finance industry.
Aiden Boorstein (CRD# 7854628) is an Investment Advisor Representative working at Rockcrest Financial LLC in Somers Point, NJ and has 1 year of experience in the finance industry.
Sean Wilson (CRD# 6491440) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Somers Point, NJ and has over 6 years of experience in the finance industry.
Michael Wowkanech (CRD# 7543708) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Somers Point, NJ and has 1 year of experience in the finance industry.
Jaclyn Ackerson (CRD# 2226733) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 16 years of experience in the finance industry.
Mark Adams (CRD# 2545436) is an Investment Advisor Representative working at Lpl Financial LLC in Egg Harbor Township, NJ and has over 29 years of experience in the finance industry.
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.
Ralph Autuore (CRD# 2164306) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 30 years of experience in the finance industry.