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Distance Only Madison, NJ
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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
Maria Millner (CRD# 5692402) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 11 years of experience in the finance industry.
Sonia Morales Rodriguez (CRD# 6275743) is an Investment Advisor Representative working at Mariner Wealth in Madison, NJ and has 1 year of experience in the finance industry. Sonia Morales Rodriguez 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.
Andrew Moss (CRD# 2503107) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 29 years of experience in the finance industry.
Marisa Mozer (CRD# 6156535) is an Investment Advisor Representative working at Mariner Wealth in Madison, NJ and has 1 year of experience in the finance industry. Marisa Mozer 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.
Sabrina Persaud (CRD# 5883239) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Madison, NJ and has over 10 years of experience in the finance industry.
Joseph Smith (CRD# 1113790) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, NJ and has over 40 years of experience in the finance industry. Joseph Smith 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.
Richard Spinner (CRD# 1465308) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 37 years of experience in the finance industry. Richard Spinner 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.
Bradford Vannelli (CRD# 4051581) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 24 years of experience in the finance industry.
Edward Vonderlinde (CRD# 3014274) is an Investment Advisor Representative working at Linde, Hansen & Company, LLC in Madison, NJ and has over 24 years of experience in the finance industry.
Jeremy Welther (CRD# 2544111) is an Investment Advisor Representative working at Mariner Wealth in Madison, NJ and has over 29 years of experience in the finance industry. Jeremy Welther 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.