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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
Nicholas Ippolito (CRD# 2431878) is an Investment Advisor Representative working at Park Avenue Securities LLC in Holmdel, NJ and has over 30 years of experience in the finance industry.
Paul Jetter (CRD# 1077783) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Holmdel, NJ and has over 35 years of experience in the finance industry. Paul Jetter 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.
Joanne Lam (CRD# 5295193) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Holmdel, NJ and has over 17 years of experience in the finance industry.
James Malmstrom (CRD# 726216) is an Investment Advisor Representative working at Lpl Financial LLC in Holmdel, NJ and has over 37 years of experience in the finance industry.
Craig Margolies (CRD# 2508047) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Holmdel, NJ and has over 29 years of experience in the finance industry.
Matthew Mason (CRD# 2762530) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Holmdel, NJ and has over 27 years of experience in the finance industry.
George Merrill (CRD# 332388) is an Investment Advisor Representative working at Lpl Financial LLC in Holmdel, NJ and has over 41 years of experience in the finance industry.
Sergio Modernel (CRD# 4338724) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Holmdel, NJ and has over 22 years of experience in the finance industry.
Willard Moore (CRD# 4530900) is an Investment Advisor Representative working at Aurora Private Wealth, Inc. in Holmdel, NJ and has over 21 years of experience in the finance industry.
Robert Niehoff (CRD# 2067066) is an Investment Advisor Representative working at Park Avenue Securities LLC in Holmdel, NJ and has over 26 years of experience in the finance industry.