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Distance Only Basking Ridge, 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
Lance Lipset (CRD# 4206300) is an Investment Advisor Representative working at Mai Capital Management, LLC in Basking Ridge, NJ and has over 23 years of experience in the finance industry. Lance Lipset 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.
Daniel Long (CRD# 6632901) is an Investment Advisor Representative working at Mendham Capital Management, Inc. in Basking Ridge, NJ and has over 7 years of experience in the finance industry. Daniel Long 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.
Allan Lynn (CRD# 1635757) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Basking Ridge, NJ and has over 36 years of experience in the finance industry.
Joseph Macellara (CRD# 1070012) is an Investment Advisor Representative working at Delta Financial Group, Inc. in Basking Ridge, NJ and has over 38 years of experience in the finance industry. Joseph Macellara 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.
Jean Mandell (CRD# 1857189) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 35 years of experience in the finance industry.
Joseph Marrocco (CRD# 5983899) is an Investment Advisor Representative working at Delta Financial Group, Inc. in Basking Ridge, NJ and has over 9 years of experience in the finance industry. Joseph Marrocco 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.
Donald Marvel (CRD# 836388) is an Investment Advisor Representative working at Equitable Advisors, LLC in Basking Ridge, NJ and has over 37 years of experience in the finance industry.
Frank Mastrosimone (CRD# 322615) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 38 years of experience in the finance industry.
Daniel McCarthy (CRD# 4726536) is an Investment Advisor Representative working at Onedigital Investment Advisors in Basking Ridge, NJ and has over 11 years of experience in the finance industry.
Kerry Mellott (CRD# 5306198) is an Investment Advisor Representative working at Mendham Capital Management, Inc. in Basking Ridge, NJ and has over 15 years of experience in the finance industry.