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Distance Only Succasunna, 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
Andrew Pagoulatos (CRD# 1378690) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Succasunna, NJ and has over 24 years of experience in the finance industry.
Robert Schwenk (CRD# 5045764) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Succasunna, NJ and has over 18 years of experience in the finance industry.
Jan Sedlacek (CRD# 814242) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Succasunna, NJ and has over 29 years of experience in the finance industry.
Michael Staufenberger (CRD# 2354927) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Succasunna, NJ and has over 30 years of experience in the finance industry.
Shawn Tighe (CRD# 6009717) is an Investment Advisor Representative working at Lpl Financial LLC in Succasunna, NJ and has over 10 years of experience in the finance industry. Shawn Tighe 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.
Harold Uszerowicz (CRD# 2126350) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Succasunna, NJ and has over 31 years of experience in the finance industry.
David Wright (CRD# 5266432) is an Investment Advisor Representative working at Lpl Financial LLC in Succasunna, NJ and has over 16 years of experience in the finance industry.
Meredith Wright (CRD# 5983807) is an Investment Advisor Representative working at Lpl Financial LLC in Succasunna, NJ and has over 10 years of experience in the finance industry.
Scott Buchanan (CRD# 7605628) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Succasunna, NJ and has 1 year of experience in the finance industry.
Raymond Dewar (CRD# 4427517) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Succasunna, NJ and has over 12 years of experience in the finance industry.