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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
Robert Cundari (CRD# 5246218) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lakewood, NJ and has over 17 years of experience in the finance industry.
Lucy Digioia (CRD# 2218472) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lakewood, NJ and has over 21 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 16 years of experience in the finance industry.
Eliyahu Fried (CRD# 6116003) is an Investment Advisor Representative working at Leatherback Investments LLC in Lakewood, NJ and has over 5 years of experience in the finance industry.
Chaim Gewirtz (CRD# 7009515) is an Investment Advisor Representative working at Lakewealth Capital, LLC in Lakewood, NJ and has over 5 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 over 7 years 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.
Edward Guerin (CRD# 5439135) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lakewood, NJ and has over 16 years of experience in the finance industry.
Yoel Kaplowitz (CRD# 6114542) is an Investment Advisor Representative working at Able Wealth Management LLC in Lakewood, NJ and has over 11 years of experience in the finance industry. Yoel Kaplowitz 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.
Yisroel Krohn (CRD# 5994788) is an Investment Advisor Representative working at Lpl Financial LLC in Lakewood, NJ and has over 11 years of experience in the finance industry. Yisroel Krohn 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.
Morris Mayerfeld (CRD# 1705308) is an Investment Advisor Representative working at Lpl Financial LLC in Lakewood, NJ and has over 35 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.