Ryan Petti (CRD# 6798008) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Edison, NJ and has over 3 years of experience in the finance industry. Ryan Petti 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.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hornor Townsend & Kent LLC | Horsham, PA | Sep 2020 - Current | 3 |
| Penn Mutual Life Insurance Company | Horsham, PA | Jun 2019 - Current | 4 |
| Full-time Education | Ewing, NJ | Sep 2018 - May 2019 | < 1 |
| Liberty Mutual | Somerset, NJ | Jun 2018 - Aug 2018 | < 1 |
| Full-time Education | Ewing, NJ | Feb 2018 - May 2018 | < 1 |
| Spex Certiprep | Metuchen, NJ | Dec 2017 - Jan 2018 | < 1 |
| Full-time Education | Ewing, NJ | Aug 2017 - Nov 2017 | < 1 |
| Spex Certiprep | Metuchen, NJ | May 2017 - Jul 2017 | < 1 |
| Full-time Education | Ewing, NJ | Aug 2016 - Apr 2017 | < 1 |
| Middlesex Water Company | Iselin, NJ | Jun 2016 - Jul 2016 | < 1 |
| Full-time Education | Ewing, NJ | Aug 2015 - May 2016 | < 1 |
| Shoprite | Clark, NJ | Jul 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- NJ
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Total Assets Under Management6,864MILLIONS
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Total Number of Accounts30,467ACCOUNTS
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Average Account Value$225,288
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