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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
Jarrett Dewelde (CRD# 4615195) is an Investment Advisor Representative working at Equitable Advisors, LLC in Somerville, NJ and has over 21 years of experience in the finance industry.
Daniel Foran (CRD# 1056666) is an Investment Advisor Representative working at Lpl Financial LLC in Somerville, NJ and has over 38 years of experience in the finance industry. Daniel Foran 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.
John Foran (CRD# 4843874) is an Investment Advisor Representative working at Lpl Financial LLC in Somerville, NJ and has over 13 years of experience in the finance industry. John Foran 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.
Stephen Frazer (CRD# 2734008) is an Investment Advisor Representative working at Lpl Financial LLC in Somerville, NJ and has over 27 years of experience in the finance industry.
Christopher Ibrahim (CRD# 6236461) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Somerville, NJ and has over 7 years of experience in the finance industry. Christopher Ibrahim 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.
Robert Ibrahim (CRD# 1509058) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Somerville, NJ and has over 31 years of experience in the finance industry. Robert Ibrahim 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.
Timothy Kenyon (CRD# 1324495) is an Investment Advisor Representative working at Lpl Financial LLC in Somerville, NJ and has over 21 years of experience in the finance industry.
David Loevner (CRD# 1470556) is an Investment Advisor Representative working at Harding Loevner LP in Somerville, NJ and has over 34 years of experience in the finance industry.
Michelle May (CRD# 3199156) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Somerville, NJ and has over 24 years of experience in the finance industry. Michelle May 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.
Daniel Munoz (CRD# 5264738) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Somerville, NJ and has over 16 years of experience in the finance industry.