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Distance Only Verona, 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
Hugo Bartell (CRD# 4444621) is an Investment Advisor Representative working at Equitable Advisors, LLC in Verona, NJ and has over 22 years of experience in the finance industry.
Richard Beam (CRD# 4289975) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Verona, NJ and has over 22 years of experience in the finance industry.
Andrew Chan (CRD# 4693414) is an Investment Advisor Representative working at Locker Financial Services, LLC in Verona, NJ and has over 20 years of experience in the finance industry. Andrew Chan 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.
Martin Costello (CRD# 1453788) is an Investment Advisor Representative working at Preakness Retirement Advisors, LLC in Verona, NJ and has over 38 years of experience in the finance industry.
James Hughes (CRD# 2263532) is an Investment Advisor Representative working at Equitable Advisors, LLC in Verona, NJ and has over 29 years of experience in the finance industry.
Lauren Locker (CRD# 2122142) is an Investment Advisor Representative working at Locker Financial Services, LLC in Verona, NJ and has 1 year of experience in the finance industry. Lauren Locker 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.
Jamahl Mahmood (CRD# 3048473) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Verona, NJ and has over 20 years of experience in the finance industry. Jamahl Mahmood 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.
Thomas Montemurro (CRD# 4383153) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Verona, NJ and has over 22 years of experience in the finance industry.
John O'donnell (CRD# 4379415) is an Investment Advisor Representative working at Makrod Investment Associates Inc. in Verona, NJ and has 1 year of experience in the finance industry.
Kathryn O'donnell (CRD# 4950107) is an Investment Advisor Representative working at Makrod Investment Associates Inc. in Verona, NJ and has 1 year of experience in the finance industry.