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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
Charles Donovan (CRD# 4810907) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 17 years of experience in the finance industry. Charles Donovan 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 Draper (CRD# 2797621) is an Investment Advisor Representative working at Lpl Financial LLC in Lewes, DE and has over 27 years of experience in the finance industry.
Eric Duca (CRD# 6644711) is an Investment Advisor Representative working at Edward Jones in Sea Isle City, NJ and has over 7 years of experience in the finance industry. Eric Duca 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.
Paul Dulac (CRD# 2445839) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 30 years of experience in the finance industry.
Dawn Dupre (CRD# 2361976) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 28 years of experience in the finance industry.
Megan Dupre-Keating (CRD# 4315817) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 23 years of experience in the finance industry.
John Edgar (CRD# 5438268) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 15 years of experience in the finance industry.
Jeanne Eisele (CRD# 873139) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Linwood, NJ and has over 44 years of experience in the finance industry.
Kevin Farrell (CRD# 1946056) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cape May, NJ and has over 31 years of experience in the finance industry.
Frank Faverzani (CRD# 2520774) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Linwood, NJ and has over 29 years of experience in the finance industry.