-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
John Long (CRD# 4650164) is an Investment Advisor Representative working at Strategic Wealth Solutions LLC in Lincroft, NJ and has over 19 years of experience in the finance industry.
Deepak Malhotra (CRD# 5697204) is an Investment Advisor Representative working at Strategic Wealth Solutions LLC in Lincroft, NJ and has over 13 years of experience in the finance industry.
Brian Mulkeen (CRD# 830870) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has over 12 years of experience in the finance industry.
Steven Newman (CRD# 3041185) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has over 25 years of experience in the finance industry.
Theresa Nist (CRD# 3181553) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has over 24 years of experience in the finance industry.
Patrick O'keefe (CRD# 4267857) is an Investment Advisor Representative working at Lincoln Investment in Lincroft, NJ and has over 23 years of experience in the finance industry.
Richard Panchookian (CRD# 1814861) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has over 36 years of experience in the finance industry. Richard Panchookian 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.
Michael Panter (CRD# 3147738) is an Investment Advisor Representative working at Navesink Advisors LLC in Lincroft, NJ and has over 25 years of experience in the finance industry.
Chaitanya Patel (CRD# 4509550) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has over 21 years of experience in the finance industry.
Sidney Poretsky (CRD# 365860) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has over 25 years of experience in the finance industry. Sidney Poretsky 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.