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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
Janet Petrik (CRD# 6756628) is an Investment Advisor Representative working at Pm Advisors LLC in Freehold, NJ and has over 7 years of experience in the finance industry.
Michael Phillips (CRD# 835784) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Freehold, NJ and has over 38 years of experience in the finance industry. Michael Phillips 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.
Scott Pinheiro (CRD# 1134986) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Freehold, NJ and has over 33 years of experience in the finance industry.
Patrick Preston (CRD# 2241429) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Freehold, NJ and has over 31 years of experience in the finance industry.
Allan Proske (CRD# 2214278) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Freehold, NJ and has over 31 years of experience in the finance industry.
Rebecca Proske (CRD# 2881104) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Freehold, NJ and has over 26 years of experience in the finance industry.
Jonathan Ranieri (CRD# 5713854) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Freehold, NJ and has over 14 years of experience in the finance industry.
Shannon Schiavo (CRD# 5734177) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Freehold, NJ and has over 13 years of experience in the finance industry.
Martin Scott (CRD# 4937442) is an Investment Advisor Representative working at Lasting Wealth Principles, LLC in Freehold, NJ and has over 10 years of experience in the finance industry. Martin Scott 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.
Joseph Silvestri (CRD# 1812212) is an Investment Advisor Representative working at Commonwealth Financial Network in Freehold, NJ and has over 35 years of experience in the finance industry. Joseph Silvestri 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.