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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
Timothy Tone (CRD# 2477336) is an Investment Advisor Representative working at Pgim Investments LLC in Bridgewater, NJ and has over 27 years of experience in the finance industry.
Jared Tramutola (CRD# 6090086) is an Investment Advisor Representative working at Harding Loevner LP in Bridgewater, NJ and has over 11 years of experience in the finance industry.
Andrew Tupler (CRD# 2710028) is an Investment Advisor Representative working at Commonwealth Financial Network in Bridgewater, NJ and has over 28 years of experience in the finance industry. Andrew Tupler 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 Vecchia (CRD# 6286817) 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.
Meredith Vergara (CRD# 3220456) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 19 years of experience in the finance industry.
Chunyen Wang (CRD# 4739040) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 20 years of experience in the finance industry.
Derek Weaver (CRD# 4010749) is an Investment Advisor Representative working at Vicus Capital, Inc. in Bridgewater, NJ and has 1 year of experience in the finance industry. Derek Weaver 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.
Gregory Whitehead (CRD# 5359337) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bridgewater, NJ and has over 11 years of experience in the finance industry.
Lisa Wilkens (CRD# 5179380) is an Investment Advisor Representative working at Harding Loevner LP in Bridgewater, NJ and has over 10 years of experience in the finance industry.
Kyle Wilt (CRD# 5734549) is an Investment Advisor Representative working at Pnc Investments in Bridgewater, NJ and has over 14 years of experience in the finance industry.