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Distance Only Somerville, 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
Maria Muth (CRD# 5398927) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Somerville, NJ and has over 15 years of experience in the finance industry.
Mark Olson (CRD# 2009157) is an Investment Advisor Representative working at Eagle Strategies LLC in Somerville, NJ and has over 30 years of experience in the finance industry. Mark Olson 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.
Anthony Pascazio (CRD# 1039014) is an Investment Advisor Representative working at Reedmark Advisors, LLC in Somerville, NJ and has over 22 years of experience in the finance industry.
Andrew Riviello (CRD# 7015306) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Somerville, NJ and has over 5 years of experience in the finance industry.
Irene Stolte (CRD# 4465070) is an Investment Advisor Representative working at Eagle Strategies LLC in Somerville, NJ and has over 18 years of experience in the finance industry.
James Swanton (CRD# 6358344) is an Investment Advisor Representative working at Edward Jones in Somerville, NJ and has over 8 years of experience in the finance industry.
Seth Tobias (CRD# 6352794) is an Investment Advisor Representative working at Santander Securities in Somerville, NJ and has over 8 years of experience in the finance industry. Seth Tobias 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.
Ronald Vanhorn (CRD# 2176273) is an Investment Advisor Representative working at Private Client Services, LLC in Somerville, NJ and has over 28 years of experience in the finance industry.
Paul Vecchione (CRD# 2411410) is an Investment Advisor Representative working at Park Avenue Securities LLC in Somerville, NJ and has over 27 years of experience in the finance industry.
Daniel Wilson (CRD# 2915046) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Somerville, NJ and has over 25 years of experience in the finance industry. Daniel Wilson 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.