-
Distance Metro area (25 miles)
-
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
Patrick Dagostino (CRD# 3005174) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Marmora, NJ and has over 23 years of experience in the finance industry.
Joseph Fumo (CRD# 6010416) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Marmora, NJ and has over 11 years of experience in the finance industry. Joseph Fumo 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.
Robert Green (CRD# 6302501) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Marmora, NJ and has over 9 years of experience in the finance industry.
Thomas Reich (CRD# 2842211) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Marmora, NJ and has over 27 years of experience in the finance industry. Thomas Reich 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 Schad (CRD# 1037363) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marmora, NJ and has 1 year of experience in the finance industry.
Jaclyn Ackerson (CRD# 2226733) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 16 years of experience in the finance industry.
Mark Adams (CRD# 2545436) is an Investment Advisor Representative working at Lpl Financial LLC in Egg Harbor Township, NJ and has over 29 years of experience in the finance industry.
David Allegretto (CRD# 2708056) is an Investment Advisor Representative working at Wells Fargo Advisors in Ocean City, NJ and has over 28 years of experience in the finance industry.
Craig Andres (CRD# 5306985) is an Investment Advisor Representative working at Lpl Financial LLC in Ocean City, NJ and has over 16 years of experience in the finance industry.
Ralph Autuore (CRD# 2164306) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 30 years of experience in the finance industry.