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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
Michael Boulos (CRD# 6487414) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Freehold, NJ and has over 2 years of experience in the finance industry.
Paul Braccia (CRD# 7244166) is an Investment Advisor Representative working at Glen Eagle Advisors, LLC in Freehold, NJ and has over 3 years of experience in the finance industry.
Moshe Feinstein (CRD# 7544134) is an Investment Advisor Representative working at Mml Investors Services, LLC in Freehold, NJ and has 1 year of experience in the finance industry.
Erin Lindquist (CRD# 7282610) is an Investment Advisor Representative working at Avantax Advisory Services in Freehold, NJ and has 1 year of experience in the finance industry.
Leonard Lopresti (CRD# 2121640) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Freehold, NJ and has over 32 years of experience in the finance industry.
Holly Marcin (CRD# 7082904) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Freehold, NJ and has over 2 years of experience in the finance industry.
Matthew Marra (CRD# 7140875) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Freehold, NJ and has over 4 years of experience in the finance industry.
Patrick Monahan (CRD# 6499952) is an Investment Advisor Representative working at Wells Fargo Advisors in Freehold, NJ and has over 3 years of experience in the finance industry.
Walter Pereira (CRD# 6314735) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Freehold, NJ and has over 8 years of experience in the finance industry.
Meghan Phillips (CRD# 7372304) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Freehold, NJ and has over 3 years of experience in the finance industry.