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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
Morris Mayerfeld (CRD# 1705308) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Lakewood, NJ and has over 29 years of experience in the finance industry. Morris Mayerfeld 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.
John Connors (CRD# 4605946) is an Investment Advisor Representative working at Cetera Advisors LLC in Lakewood, NJ and has over 15 years of experience in the finance industry.
Erik Escobar (CRD# 5446749) is an Investment Advisor Representative working at Brokers Financial in Lakewood, NJ and has over 10 years of experience in the finance industry.
Eli Gass (CRD# 4040239) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Lakewood, NJ and has over 18 years of experience in the finance industry.
Philip Rachmelowitz (CRD# 1559994) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Lakewood, NJ and has over 22 years of experience in the finance industry.
Yaakov Sussman (CRD# 6107866) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lakewood, NJ and has over 5 years of experience in the finance industry. Yaakov Sussman 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.
Abraham Weiss (CRD# 2505965) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lakewood, NJ and has over 23 years of experience in the finance industry.
Joan Check (CRD# 3199748) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Lakewood, NJ and has over 19 years of experience in the finance industry. Joan Check 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.
Debra Getz (CRD# 5899316) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood, NJ and has over 6 years of experience in the finance industry.
Yitzchak Goldsmith (CRD# 5169022) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lakewood, NJ and has 1 year of experience in the finance industry. Yitzchak Goldsmith 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.