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Distance Only Bridgewater, 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
Emily Schmidt (CRD# 2401962) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 30 years of experience in the finance industry.
David Schram (CRD# 6191719) is an Investment Advisor Representative working at Elements 5 Investment Management in Bridgewater, NJ and has over 11 years of experience in the finance industry.
Debra Shipps (CRD# 2303670) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 21 years of experience in the finance industry.
Ronald Slosberg (CRD# 5335318) is an Investment Advisor Representative working at Slosberg Financial Solutions, LLC in Bridgewater, NJ and has 1 year of experience in the finance industry. Ronald Slosberg 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.
Mark Spedaliere (CRD# 3261612) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 21 years of experience in the finance industry.
Cynthia Spekhart (CRD# 2863228) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bridgewater, NJ and has over 26 years of experience in the finance industry. Cynthia Spekhart 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.
David Stuto (CRD# 2978128) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 16 years of experience in the finance industry.
Colin Sullivan (CRD# 6222252) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 9 years of experience in the finance industry.
Melissa Swayne (CRD# 1650493) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bridgewater, NJ and has over 6 years of experience in the finance industry.
Joel Taylor (CRD# 1764451) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 36 years of experience in the finance industry.