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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
David Ferguson (CRD# 2297518) is an Investment Advisor Representative working at Avantax Advisory Services in Pleasantville, NJ and has 1 year of experience in the finance industry.
Ryan Filiaggi (CRD# 5060129) is an Investment Advisor Representative working at Sgl Financial, LLC in Lewes, DE and has over 16 years of experience in the finance industry.
David Finkel (CRD# 1198006) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 40 years of experience in the finance industry.
Kurtis Finkel (CRD# 5674867) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 12 years of experience in the finance industry.
Jacqueline Fiore (CRD# 5226669) is an Investment Advisor Representative working at Edward Jones in Wildwood, NJ and has over 17 years of experience in the finance industry.
Thomas Fitzpatrick (CRD# 5492019) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Ocean View, NJ and has over 16 years of experience in the finance industry. Thomas Fitzpatrick 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.
John Fredrick (CRD# 732986) is an Investment Advisor Representative working at Rockcrest Financial LLC in Somers Point, NJ and has over 25 years of experience in the finance industry.
Lori Gallelli (CRD# 6914979) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Margate City, NJ and has over 5 years of experience in the finance industry.
Stephen Gansler (CRD# 4193952) 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.
Patrick Geubtner (CRD# 1961100) is an Investment Advisor Representative working at Gwn Securities Inc. in Northfield, NJ and has over 20 years of experience in the finance industry.