-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Arlene McDonald (CRD# 1940150) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 18 years of experience in the finance industry.
Patrick McGrory (CRD# 4153914) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Vineland, NJ and has over 23 years of experience in the finance industry. Patrick McGrory 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.
James Meis (CRD# 1061849) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Linwood, NJ and has over 40 years of experience in the finance industry.
Erin Mendez (CRD# 4683353) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Vineland, NJ and has over 18 years of experience in the finance industry. Erin Mendez 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.
Matthew Menke (CRD# 2943930) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cape May, NJ and has over 26 years of experience in the finance industry.
Sean Merlonghi (CRD# 6146825) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 11 years of experience in the finance industry. Sean Merlonghi 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.
Andrew Metz (CRD# 3223354) is an Investment Advisor Representative working at Metz Capital Management LLC in Lewes, DE and has over 25 years of experience in the finance industry.
David Metz (CRD# 2709464) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cape May, NJ and has over 27 years of experience in the finance industry.
Steven Michalkowski (CRD# 5909624) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 12 years of experience in the finance industry.
Jay Middleton (CRD# 729104) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 40 years of experience in the finance industry.