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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
James Whalen (CRD# 5936940) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 12 years of experience in the finance industry. James Whalen 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.
Susan Wittliff (CRD# 6127963) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 6 years of experience in the finance industry.
Allan Zachariah (CRD# 4955143) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 18 years of experience in the finance industry.
Lynnae Brown (CRD# 7712470) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 3 years of experience in the finance industry. Lynnae Brown 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.
Matthew Butterfield (CRD# 7003139) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry. Matthew Butterfield 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.
Magno Davila-Arias (CRD# 6557475) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Englewood, NJ and has 1 year of experience in the finance industry.
Adam Harrison (CRD# 7430012) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry. Adam Harrison 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.
Anna Johnson (CRD# 6384161) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 9 years of experience in the finance industry. Anna 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.
Austin Lynch (CRD# 6495272) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry. Austin Lynch 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.
Bryce McDonald (CRD# 7218390) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 4 years of experience in the finance industry.