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Distance Only Chatham, NJ
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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
Carolie Johnson (CRD# 2500349) is an Investment Advisor Representative working at Lpl Financial LLC in Chatham, NJ and has over 29 years of experience in the finance industry. Carolie Johnson 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.
Allan Jones (CRD# 3190280) is an Investment Advisor Representative working at Lpl Financial LLC in Chatham, NJ and has over 24 years of experience in the finance industry.
Aaron Kessler (CRD# 2935484) is an Investment Advisor Representative working at Wells Fargo Advisors in Chatham, NJ and has over 21 years of experience in the finance industry. Aaron Kessler 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.
Kenneth Klein (CRD# 1775678) is an Investment Advisor Representative working at Seelaus Asset Management, LLC in Chatham, NJ and has over 26 years of experience in the finance industry.
Mark Klein (CRD# 4048517) is an Investment Advisor Representative working at Wells Fargo Advisors in Chatham, NJ and has over 24 years of experience in the finance industry.
John Lui (CRD# 5188925) is an Investment Advisor Representative working at Chatham Wealth Management in Chatham, NJ and has over 17 years of experience in the finance industry.
John Malcolm (CRD# 2562959) is an Investment Advisor Representative working at Gwn Securities Inc. in Chatham, NJ and has over 29 years of experience in the finance industry. John Malcolm 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.
Sean Manning (CRD# 6180833) is an Investment Advisor Representative working at Wells Fargo Advisors in Chatham, NJ and has over 10 years of experience in the finance industry.
Gerard McGeough (CRD# 1834279) is an Investment Advisor Representative working at Chatham Wealth Management in Chatham, NJ and has over 27 years of experience in the finance industry.
Richard Miskewitz (CRD# 2457188) is an Investment Advisor Representative working at Lpl Financial LLC in Chatham, NJ and has over 28 years of experience in the finance industry.