-
Distance Only Cedar Knolls, NJ
-
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
Joseph Okaly (CRD# 5377082) is an Investment Advisor Representative working at Tfs Advisory Services in Cedar Knolls, NJ and has over 15 years of experience in the finance industry. Joseph Okaly 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.
Elizabeth Rosero (CRD# 5220412) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cedar Knolls, NJ and has over 17 years of experience in the finance industry.
Katherine Schneider (CRD# 4511702) is an Investment Advisor Representative working at Avantax Advisory Services in Cedar Knolls, NJ and has over 20 years of experience in the finance industry. Katherine Schneider 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.
Kim Stires (CRD# 830115) is an Investment Advisor Representative working at Wells Fargo Advisors in Cedar Knolls, NJ and has over 39 years of experience in the finance industry.
Pasquale Recupido (CRD# 7194063) is an Investment Advisor Representative working at New Horizons Wealth Management in Cedar Knolls, NJ and has over 3 years of experience in the finance industry.