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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
Dennis Schlegel (CRD# 5149840) is an Investment Advisor Representative working at Newedge Advisors in Holmdel, NJ and has over 16 years of experience in the finance industry.
Michael Schwartz (CRD# 5245711) is an Investment Advisor Representative working at Park Avenue Securities LLC in Holmdel, NJ and has over 2 years of experience in the finance industry.
Joseph Scutellaro (CRD# 4141652) is an Investment Advisor Representative working at Cohnreznick Wealth Management LLC in Holmdel, NJ and has over 25 years of experience in the finance industry.
Michael Soroko (CRD# 5801039) is an Investment Advisor Representative working at Newedge Advisors in Holmdel, NJ and has over 9 years of experience in the finance industry.
John Spatola (CRD# 5284289) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Holmdel, NJ and has over 17 years of experience in the finance industry.
Kevin Talty (CRD# 6542353) is an Investment Advisor Representative working at Robertson Stephens in Holmdel, NJ and has over 8 years of experience in the finance industry. Kevin Talty 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.
David Tolleth (CRD# 6236846) is an Investment Advisor Representative working at Avantax Advisory Services in Holmdel, NJ and has over 10 years of experience in the finance industry.
Robert Tracy (CRD# 1513899) is an Investment Advisor Representative working at Lpl Financial LLC in Holmdel, NJ and has over 37 years of experience in the finance industry.
Lawrence Tulenko (CRD# 2254239) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Holmdel, NJ and has over 31 years of experience in the finance industry.
Christopher Venuto (CRD# 5492587) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Holmdel, NJ and has over 15 years of experience in the finance industry.