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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
Lucas Mistretta (CRD# 5374952) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 10 years of experience in the finance industry.
Kathleen Monahan (CRD# 6121697) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westfield, NJ and has over 10 years of experience in the finance industry.
Roman Mordkovich (CRD# 4536408) is an Investment Advisor Representative working at Mordkovich Capital, LLC in Westfield, NJ and has 1 year of experience in the finance industry.
Lori Murphy (CRD# 5002594) is an Investment Advisor Representative working at Hartford Funds in Westfield, NJ and has over 18 years of experience in the finance industry.
Michael Nemeth (CRD# 1364738) 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.
Darwin Noel (CRD# 6013573) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westfield, NJ and has over 9 years of experience in the finance industry.
Charles Odonnell (CRD# 2560060) is an Investment Advisor Representative working at Prudential Financial Planning Services in Westfield, NJ and has over 18 years of experience in the finance industry.
Claudine Pinho (CRD# 3118246) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 24 years of experience in the finance industry.
Brian Power (CRD# 2353914) is an Investment Advisor Representative working at Gateway Advisory, LLC in Westfield, NJ and has over 30 years of experience in the finance industry. Brian Power 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.
Matthew Power (CRD# 2717044) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 28 years of experience in the finance industry.