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Distance Only Hackensack, NJ
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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
Lauren Ellberger (CRD# 5161995) is an Investment Advisor Representative working at Advice And Planning Services in Hackensack, NJ and has over 15 years of experience in the finance industry.
Jeffrey Etzin (CRD# 2439893) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hackensack, NJ and has over 21 years of experience in the finance industry.
Scott Fergang (CRD# 1758758) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hackensack, NJ and has over 36 years of experience in the finance industry.
Michael Gaer (CRD# 2068013) is an Investment Advisor Representative working at Gaer Financial Group, Inc. in Hackensack, NJ and has over 33 years of experience in the finance industry. Michael Gaer 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 Helman (CRD# 3114948) is an Investment Advisor Representative working at Wells Fargo Advisors in Hackensack, NJ and has over 25 years of experience in the finance industry.
Michael Israel (CRD# 4616863) is an Investment Advisor Representative working at Revolve Wealth Partners, LLC in Hackensack, NJ and has over 21 years of experience in the finance industry. Michael Israel 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.
Robert Jelderks (CRD# 2303460) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hackensack, NJ and has over 31 years of experience in the finance industry.
Joshua Joffe (CRD# 5495040) is an Investment Advisor Representative working at Revolve Wealth Partners, LLC in Hackensack, NJ and has over 15 years of experience in the finance industry. Joshua Joffe 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.
Bruce Julien (CRD# 2175206) is an Investment Advisor Representative working at Julien Planning, LLC in Hackensack, NJ and has over 32 years of experience in the finance industry.
Daniel Katz (CRD# 4830089) is an Investment Advisor Representative working at Revolve Wealth Partners, LLC in Hackensack, NJ and has over 19 years of experience in the finance industry. Daniel Katz 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.