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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
Said Abouomar (CRD# 2487554) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Holmdel, NJ and has over 29 years of experience in the finance industry. Said Abouomar 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.
Steven Barsolona (CRD# 2277034) is an Investment Advisor Representative working at Lpl Financial LLC in Holmdel, NJ and has over 30 years of experience in the finance industry.
Thomas Bauman (CRD# 1931221) is an Investment Advisor Representative working at Park Avenue Securities LLC in Holmdel, NJ and has over 34 years of experience in the finance industry. Thomas Bauman 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 Biebelberg (CRD# 4497913) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Holmdel, NJ and has over 22 years of experience in the finance industry.
Joseph Bonfiglio (CRD# 2250944) is an Investment Advisor Representative working at Avantax Advisory Services in Holmdel, NJ and has over 31 years of experience in the finance industry. Joseph Bonfiglio 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.
Geeta Brana (CRD# 4601940) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Holmdel, NJ and has over 6 years of experience in the finance industry.
Michael Brennan (CRD# 2699918) is an Investment Advisor Representative working at Calton & Associates, Inc. in Holmdel, NJ and has over 28 years of experience in the finance industry. Michael Brennan 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.
Anthony Codispoti (CRD# 2434698) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Holmdel, NJ and has over 30 years of experience in the finance industry.
Nicholas Condit (CRD# 6720851) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Holmdel, NJ and has over 7 years of experience in the finance industry.
Frank Corrado (CRD# 6172937) is an Investment Advisor Representative working at Robertson Stephens in Holmdel, NJ and has 1 year of experience in the finance industry. Frank Corrado 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.