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Distance Metro area (25 miles)
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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
Daniel Koch (CRD# 5633889) is an Investment Advisor Representative working at Wells Fargo Advisors in Northfield, NJ and has over 15 years of experience in the finance industry.
Stavroula Koutsfetsoulis (CRD# 2623703) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Linwood, NJ and has over 12 years of experience in the finance industry.
Ronald Kuperman (CRD# 1091893) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Linwood, NJ and has over 41 years of experience in the finance industry.
Jeffrey Laine (CRD# 1752509) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ocean City, NJ and has over 36 years of experience in the finance industry.
Andrew Lavelle (CRD# 6918395) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Avalon, NJ and has over 5 years of experience in the finance industry.
Patrick Lawrence (CRD# 4482644) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lewes, DE and has over 22 years of experience in the finance industry.
Diane Levin (CRD# 5414365) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 16 years of experience in the finance industry.
John Li (CRD# 1015731) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lewes, DE and has over 42 years of experience in the finance industry.
Robert Litwin (CRD# 3036642) is an Investment Advisor Representative working at Lpl Financial LLC in Ocean City, NJ and has over 26 years of experience in the finance industry.
Jonathan Lokken (CRD# 2956806) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 26 years of experience in the finance industry.