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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
Robert Lore (CRD# 5499762) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bridgewater, NJ and has over 15 years of experience in the finance industry.
Kelley Mack (CRD# 6025948) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 11 years of experience in the finance industry.
James McCabe (CRD# 2353578) 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.
Margaret McClain (CRD# 4737681) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 8 years of experience in the finance industry.
Christopher Meredith (CRD# 2454797) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bridgewater, NJ and has over 20 years of experience in the finance industry.
Vincent Minutillo (CRD# 1770529) 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.
Hasnain Mir (CRD# 2637422) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 18 years of experience in the finance industry.
Zeeshan Mir (CRD# 2125078) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 32 years of experience in the finance industry.
Victor Montas (CRD# 5680219) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 11 years of experience in the finance industry.
Kevin Morin (CRD# 1272923) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bridgewater, NJ and has over 39 years of experience in the finance industry. Kevin Morin 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.