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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
Ann Minnium (CRD# 1526631) is an Investment Advisor Representative working at Concierge Financial Planning, LLC in Margate City, NJ and has over 32 years of experience in the finance industry. Ann Minnium 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.
Stephan Moonesar (CRD# 5695655) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 14 years of experience in the finance industry.
Ashley Moore (CRD# 6437546) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cape May Court House, NJ and has over 7 years of experience in the finance industry.
Steven Mortelliti (CRD# 2770829) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 27 years of experience in the finance industry.
Roger Mussa (CRD# 3079147) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 24 years of experience in the finance industry.
Mark Nehra (CRD# 5511759) is an Investment Advisor Representative working at Bdfs Capital LLC in Rehoboth Beach, DE and has over 16 years of experience in the finance industry. Mark Nehra 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.
Marc Neumann (CRD# 2422482) is an Investment Advisor Representative working at Osaic Fa, Inc. in Margate, NJ and has over 30 years of experience in the finance industry.
Paul Oakley (CRD# 1450529) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 36 years of experience in the finance industry.
Jeffrey Pawlik (CRD# 2559963) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 28 years of experience in the finance industry.
Gerald Peden (CRD# 4204590) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Georgetown, DE and has over 23 years of experience in the finance industry.