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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
Kathleen Allen (CRD# 4906541) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Belford, NJ and has over 12 years of experience in the finance industry.
Stephen Allerti (CRD# 6045146) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Staten Island, NY and has over 12 years of experience in the finance industry.
Howard Alter (CRD# 2255826) is an Investment Advisor Representative working at Roundview Capital, LLC in Princeton, NJ and has over 31 years of experience in the finance industry.
Ashley Altman (CRD# 5983268) is an Investment Advisor Representative working at Lpl Financial LLC in Iselin, NJ and has over 12 years of experience in the finance industry.
Peter Altman (CRD# 1012713) is an Investment Advisor Representative working at Altman Investment Management LLC in Princeton, NJ and has over 31 years of experience in the finance industry.
George Altmeyer (CRD# 5497439) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 11 years of experience in the finance industry.
Michael Altschuler (CRD# 1294641) is an Investment Advisor Representative working at Wells Fargo Advisors in Colts Neck, NJ and has over 39 years of experience in the finance industry.
Vijay Aluwalia (CRD# 6652359) is an Investment Advisor Representative working at Bergamot Asset Management LP in Princeton, NJ and has over 7 years of experience in the finance industry. Vijay Aluwalia 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.
Roger Alvarado (CRD# 5424905) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 11 years of experience in the finance industry.
Robert Amabile (CRD# 6591676) is an Investment Advisor Representative working at Rack Consulting LLC in Neptune City, NJ and has over 8 years of experience in the finance industry.