-
Distance Only Livingston, NJ
-
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
Diane Taylor (CRD# 2619920) is an Investment Advisor Representative working at Summit Financial, LLC in Livingston, NJ and has over 4 years of experience in the finance industry. Diane Taylor 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.
Joseph Villa (CRD# 1295278) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Livingston, NJ and has over 39 years of experience in the finance industry.
Robert Villanova (CRD# 1179546) is an Investment Advisor Representative working at Lpl Financial LLC in Livingston, NJ and has over 30 years of experience in the finance industry. Robert Villanova 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.
Eric Weissman (CRD# 2264800) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Livingston, NJ and has over 31 years of experience in the finance industry.
Dennis Zaplin (CRD# 4515559) is an Investment Advisor Representative working at Lpl Financial LLC in Livingston, NJ and has over 21 years of experience in the finance industry.
Lynn Delprado Araneta (CRD# 1000778) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Livingston, NJ and has over 39 years of experience in the finance industry.
Howard Greenberg (CRD# 2082838) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Livingston, NJ and has over 17 years of experience in the finance industry.
Eric Kleinstein (CRD# 7435379) is an Investment Advisor Representative working at Lpl Financial LLC in Livingston, NJ and has over 2 years of experience in the finance industry.
David Solomon (CRD# 2576325) is an Investment Advisor Representative working at Mariner Independent in Livingston, NJ and has over 20 years of experience in the finance industry. David Solomon 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.
Gene Tortorello (CRD# 7294549) is an Investment Advisor Representative working at 3i Wealth Management LLC in Livingston, NJ and has 1 year of experience in the finance industry.