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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
Douglas Roberts (CRD# 2414264) is an Investment Advisor Representative working at Edward Jones in Basking Ridge, NJ and has over 30 years of experience in the finance industry. Douglas Roberts 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 Rodgers (CRD# 2530728) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 29 years of experience in the finance industry.
Michele Rossi (CRD# 1371213) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 19 years of experience in the finance industry.
Marybeth Sawchuk (CRD# 2559374) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 24 years of experience in the finance industry.
Debra Schatzki (CRD# 1025388) is an Investment Advisor Representative working at Bpp Wealth Solutions, LLC in Basking Ridge, NJ and has over 34 years of experience in the finance industry. Debra Schatzki 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.
Irina Shante (CRD# 2360352) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 23 years of experience in the finance industry.
Gary Smith (CRD# 1670049) is an Investment Advisor Representative working at Millenia Financial Partners, LLC in Basking Ridge, NJ and has over 27 years of experience in the finance industry.
Jeffrey Smith (CRD# 2308773) is an Investment Advisor Representative working at Lpl Financial LLC in Basking Ridge, NJ and has over 31 years of experience in the finance industry.
Thomas Sokira (CRD# 2659205) is an Investment Advisor Representative working at Lpl Financial LLC in Basking Ridge, NJ and has over 27 years of experience in the finance industry.
Michael Stefani (CRD# 4836387) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Basking Ridge, NJ and has over 19 years of experience in the finance industry.