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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
John Elmes (CRD# 2209048) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 31 years of experience in the finance industry.
Thomas Flannery (CRD# 4717698) is an Investment Advisor Representative working at Mqs Advisors, LLC in Englewood, NJ and has over 23 years of experience in the finance industry.
Matthew Fleissig (CRD# 4688934) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 20 years of experience in the finance industry.
Katheryn Gerowski (CRD# 7032775) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry. Katheryn Gerowski 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.
Christopher Glasgow (CRD# 3065836) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 25 years of experience in the finance industry. Christopher Glasgow 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.
Charissa Gorman (CRD# 5248856) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 14 years of experience in the finance industry. Charissa Gorman 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 Hart (CRD# 2253594) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 26 years of experience in the finance industry.
Robert Heinrichs (CRD# 6036596) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry.
Viren Kamdar (CRD# 5353373) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 16 years of experience in the finance industry.
Kyle Kingshott (CRD# 5831320) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 13 years of experience in the finance industry. Kyle Kingshott 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.