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Distance Only Barnegat, 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 Berger (CRD# 2080519) is an Investment Advisor Representative working at Wells Fargo Advisors in Barnegat, NJ and has over 31 years of experience in the finance industry.
Keith Bermeo (CRD# 2921662) is an Investment Advisor Representative working at Mml Investors Services, LLC in Barnegat, NJ and has over 24 years of experience in the finance industry.
Michael Lewandoski (CRD# 2870828) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Barnegat, NJ and has over 26 years of experience in the finance industry.
Daniel McCoy (CRD# 2918258) is an Investment Advisor Representative working at Mml Investors Services, LLC in Barnegat, NJ and has over 26 years of experience in the finance industry.
Howard Shemitz (CRD# 1978266) is an Investment Advisor Representative working at Integrated Asset Management, Inc. in Barnegat, NJ and has over 34 years of experience in the finance industry. Howard Shemitz 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 Sonatore (CRD# 5000865) is an Investment Advisor Representative working at Tfs Advisory Services in Barnegat, NJ and has over 18 years of experience in the finance industry.
Jenna Kobular (CRD# 6600166) is an Investment Advisor Representative working at Wells Fargo Advisors in Barnegat, NJ and has over 7 years of experience in the finance industry.
Sean O'sullivan (CRD# 3172236) is an Investment Advisor Representative working at Wells Fargo Advisors in Barnegat, NJ and has over 25 years of experience in the finance industry.