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Distance Metro area (25 miles)
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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
Steven Higley (CRD# 2848683) is an Investment Advisor Representative working at Equitable Advisors, LLC in Toms River, NJ and has over 11 years of experience in the finance industry.
Josh Jalinski (CRD# 5035951) is an Investment Advisor Representative working at Wealth Quarterback LLC in Toms River, NJ and has over 15 years of experience in the finance industry.
Alexander Joice (CRD# 4306267) is an Investment Advisor Representative working at Equitable Advisors, LLC in Toms River, NJ and has over 21 years of experience in the finance industry.
Benjamin Kaplowitz (CRD# 6060232) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toms River, NJ and has over 11 years of experience in the finance industry.
Albert Kobular (CRD# 1241192) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toms River, NJ and has over 40 years of experience in the finance industry.
Daniel Koerner (CRD# 6691924) is an Investment Advisor Representative working at Avantax Advisory Services in Toms River, NJ and has over 7 years of experience in the finance industry. Daniel Koerner 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.
James Koerner (CRD# 6008244) is an Investment Advisor Representative working at Avantax Advisory Services in Toms River, NJ and has over 11 years of experience in the finance industry.
Kenneth Koerner (CRD# 5999830) is an Investment Advisor Representative working at Avantax Advisory Services in Toms River, NJ and has over 12 years of experience in the finance industry.
Agnieszka Kolbusz (CRD# 4055770) is an Investment Advisor Representative working at Morgan Stanley in Toms River, NJ and has over 22 years of experience in the finance industry.
Anne Kraljic (CRD# 4325006) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Toms River, NJ and has over 21 years of experience in the finance industry.