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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
Mark Levin (CRD# 2782750) is an Investment Advisor Representative working at Lpl Financial LLC in Marlton, NJ and has over 27 years of experience in the finance industry.
Daniel Loughlin (CRD# 5169710) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Marlton, NJ and has over 16 years of experience in the finance industry.
Erik Lure (CRD# 3018010) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Marlton, NJ and has over 26 years of experience in the finance industry.
Brian Lynn (CRD# 2545246) is an Investment Advisor Representative working at Lpl Financial LLC in Marlton, NJ and has over 29 years of experience in the finance industry. Brian Lynn 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 Maresca (CRD# 6104288) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Marlton, NJ and has over 11 years of experience in the finance industry.
Danielle Margulis (CRD# 5643629) is an Investment Advisor Representative working at Hightower Advisors, LLC in Marlton, NJ and has 1 year of experience in the finance industry. Danielle Margulis 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.
Jonathan Markoe (CRD# 1582389) is an Investment Advisor Representative working at Pine Valley Investments in Marlton, NJ and has over 37 years of experience in the finance industry.
Rachel Marshall (CRD# 5747388) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Marlton, NJ and has over 6 years of experience in the finance industry.
Brandon Martin (CRD# 6739132) is an Investment Advisor Representative working at Mml Investors Services, LLC in Marlton, NJ and has over 7 years of experience in the finance industry.
Anthony Massaro (CRD# 6532669) is an Investment Advisor Representative working at Lpl Financial LLC in Marlton, NJ and has over 8 years of experience in the finance industry. Anthony Massaro 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.