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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
Lawrence Cherney (CRD# 2694513) is an Investment Advisor Representative working at Lpl Financial LLC in Hamilton, NJ and has over 28 years of experience in the finance industry.
Aigy Hasegawa (CRD# 6588700) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hamilton, NJ and has over 8 years of experience in the finance industry.
Daniel Keller (CRD# 6904519) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Hamilton, NJ and has over 5 years of experience in the finance industry.
Cassandra Minervini (CRD# 4865782) is an Investment Advisor Representative working at Rockefeller Capital Management in Hamilton, NJ and has over 16 years of experience in the finance industry.
Chris Raimo (CRD# 2763510) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hamilton, NJ and has over 27 years of experience in the finance industry.
Kurt Sakowski (CRD# 1940636) is an Investment Advisor Representative working at Lpl Financial LLC in Hamilton, NJ and has over 34 years of experience in the finance industry.
Preeti Shah (CRD# 5815655) is an Investment Advisor Representative working at Enlight Financial LLC in Hamilton, NJ and has over 13 years of experience in the finance industry. Preeti Shah 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.
Kyle Vito (CRD# 6345347) is an Investment Advisor Representative working at Pnc Investments in Hamilton, NJ and has over 9 years of experience in the finance industry.
Lois Yim (CRD# 5679510) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hamilton, NJ and has over 9 years of experience in the finance industry. Lois Yim 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.
Andre Bakhos (CRD# 7329905) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hamilton, NJ and has over 3 years of experience in the finance industry.