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Distance Only Westfield, 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
James Gilmartin (CRD# 2551775) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westfield, NJ and has over 29 years of experience in the finance industry.
Robert Gorelick (CRD# 4415734) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westfield, NJ and has over 22 years of experience in the finance industry.
Mark Harbaugh (CRD# 5381122) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 9 years of experience in the finance industry.
Mark Harbaugh (CRD# 707385) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 38 years of experience in the finance industry.
Jeremy Herbert (CRD# 5064696) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westfield, NJ and has over 18 years of experience in the finance industry.
Henry Hoffman (CRD# 5316996) is an Investment Advisor Representative working at Sl Advisors, LLC in Westfield, NJ and has 1 year of experience in the finance industry.
Wayne Jacobus (CRD# 256673) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westfield, NJ and has over 44 years of experience in the finance industry.
Lisa Kops-Wendel (CRD# 3186925) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Westfield, NJ and has over 25 years of experience in the finance industry.
Simon Lack (CRD# 4334366) is an Investment Advisor Representative working at Sl Advisors, LLC in Westfield, NJ and has over 18 years of experience in the finance industry.
Michael Laitman (CRD# 2849835) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westfield, NJ and has over 26 years of experience in the finance industry.