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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
Kevin Truex (CRD# 1224430) is an Investment Advisor Representative working at Kevin W. Truex & Associates in Freehold, NJ and has over 39 years of experience in the finance industry. Kevin Truex 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 Turner (CRD# 2774851) is an Investment Advisor Representative working at Mml Investors Services, LLC in Freehold, NJ and has over 20 years of experience in the finance industry.
Victor Vyas (CRD# 4152762) is an Investment Advisor Representative working at Mml Investors Services, LLC in Freehold, NJ and has over 23 years of experience in the finance industry. Victor Vyas 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.
Michael Welger (CRD# 1009784) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in Freehold, NJ and has over 32 years of experience in the finance industry. Michael Welger 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.
Michael Winters (CRD# 4548076) is an Investment Advisor Representative working at 2520 Investment Services, LLC in Freehold, NJ and has over 9 years of experience in the finance industry.
Murray Woloshin (CRD# 1188186) is an Investment Advisor Representative working at Redwood Private Wealth in Freehold, NJ and has over 27 years of experience in the finance industry.
Kami Zonin (CRD# 4307886) is an Investment Advisor Representative working at Avantax Advisory Services in Freehold, NJ and has over 17 years of experience in the finance industry. Kami Zonin 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.
Paul Zuber (CRD# 2655345) is an Investment Advisor Representative working at Federated Investment Counseling in Freehold, NJ and has over 28 years of experience in the finance industry.
Andre Bakhos (CRD# 7329905) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Freehold, NJ and has over 3 years of experience in the finance industry.
Stephen Borriello (CRD# 4497365) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Freehold, NJ and has over 21 years of experience in the finance industry.