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Distance Only Manasquan, 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
Kenneth Leblanc (CRD# 1837019) is an Investment Advisor Representative working at Personal Financial Solutions, LLC in Manasquan, NJ and has over 20 years of experience in the finance industry. Kenneth Leblanc 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.
John Lee (CRD# 1659717) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Manasquan, NJ and has over 36 years of experience in the finance industry.
Douglas Lockwood (CRD# 2583201) is an Investment Advisor Representative working at Wells Fargo Advisors in Manasquan, NJ and has over 29 years of experience in the finance industry. Douglas Lockwood 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 Looney (CRD# 1778012) is an Investment Advisor Representative working at George Mckelvey Company, LLC in Manasquan, NJ and has over 26 years of experience in the finance industry.
Todd Lotozo (CRD# 2572577) is an Investment Advisor Representative working at Wright Asset Management Inc. in Manasquan, NJ and has 1 year of experience in the finance industry.
Vincent Lucchesi (CRD# 1444054) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wall Township, NJ and has over 25 years of experience in the finance industry.
Richard Mahon (CRD# 4548077) is an Investment Advisor Representative working at 2444 Investment Services, LLC in Manasquan, NJ and has over 6 years of experience in the finance industry.
Peter Maldjian (CRD# 4471819) is an Investment Advisor Representative working at Rilex Capital LLC in Manasquan, NJ and has over 22 years of experience in the finance industry.
Geoffrey Mann (CRD# 1487935) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wall Township, NJ and has over 38 years of experience in the finance industry.
Marisa Margarites (CRD# 1354936) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Manasquan, NJ and has over 36 years of experience in the finance industry.