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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
Dale Wannen (CRD# 3147650) is an Investment Advisor Representative working at Sustainvest Asset Management, LLC in Linwood, NJ and has over 24 years of experience in the finance industry.
Marissa Waszak (CRD# 6561930) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 8 years of experience in the finance industry.
Karen Wearden (CRD# 6351293) is an Investment Advisor Representative working at Edward Jones in Lewes, DE and has over 9 years of experience in the finance industry.
Amy Weinberger (CRD# 5239106) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cape May, NJ and has over 16 years of experience in the finance industry.
Jay Weiner (CRD# 3025166) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 26 years of experience in the finance industry.
James Whalen (CRD# 5876202) is an Investment Advisor Representative working at Blue Rock Financial Group in Rehoboth Beach, DE and has over 12 years of experience in the finance industry. James Whalen 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.
Aleasha Whipple (CRD# 6380331) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 9 years of experience in the finance industry.
Christopher White (CRD# 2215751) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rehoboth Beach, DE and has over 10 years of experience in the finance industry.
Jennifer Wildman (CRD# 2447553) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 30 years of experience in the finance industry.
Teresa Zipf (CRD# 4883243) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Northfield, NJ and has over 19 years of experience in the finance industry. Teresa Zipf 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.