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Distance Only Warren, 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
Harry Harris (CRD# 4180966) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warren, NJ and has over 23 years of experience in the finance industry.
Shawn Healy (CRD# 5845177) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 13 years of experience in the finance industry.
Harrison Hoyes (CRD# 5348427) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 16 years of experience in the finance industry.
Fred Jaramillo (CRD# 4641594) is an Investment Advisor Representative working at Wells Fargo Advisors in Warren, NJ and has over 20 years of experience in the finance industry. Fred Jaramillo 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.
Michael Jordao (CRD# 5475657) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 15 years of experience in the finance industry.
Jesse Kent (CRD# 4423301) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 20 years of experience in the finance industry.
Rae Kim (CRD# 2750109) is an Investment Advisor Representative working at Lincoln Investment in Warren, NJ and has over 23 years of experience in the finance industry.
David Klics (CRD# 5126347) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Warren, NJ and has over 18 years of experience in the finance industry.
Michael Kotarski (CRD# 2762017) is an Investment Advisor Representative working at Wells Fargo Advisors in Warren, NJ and has over 27 years of experience in the finance industry.
William Kurdyla (CRD# 1942902) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 28 years of experience in the finance industry.