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Distance Only Metuchen, 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
Kostas Koufidis (CRD# 4057585) is an Investment Advisor Representative working at Commonwealth Financial Network in Metuchen, NJ and has over 24 years of experience in the finance industry.
Priti Patel (CRD# 4485947) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Metuchen, NJ and has over 20 years of experience in the finance industry.
David Perrone (CRD# 4659966) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Metuchen, NJ and has over 8 years of experience in the finance industry.
Mary Pucciarelli (CRD# 1352751) is an Investment Advisor Representative working at Commonwealth Financial Network in Metuchen, NJ and has over 17 years of experience in the finance industry.
Joseph Reilly (CRD# 2346932) is an Investment Advisor Representative working at Commonwealth Financial Network in Metuchen, NJ and has over 25 years of experience in the finance industry.
Kathleen Reilly (CRD# 6505708) is an Investment Advisor Representative working at Commonwealth Financial Network in Metuchen, NJ and has over 7 years of experience in the finance industry.
Robert Scrabis (CRD# 2110430) is an Investment Advisor Representative working at Commonwealth Financial Network in Metuchen, NJ and has over 25 years of experience in the finance industry.
Thomas Shepherd (CRD# 4512250) is an Investment Advisor Representative working at Investment Partners Asset Management in Metuchen, NJ and has over 21 years of experience in the finance industry.
Daniel Sopher (CRD# 1254823) is an Investment Advisor Representative working at Lpl Financial LLC in Metuchen, NJ and has over 27 years of experience in the finance industry.
Daniel Sopher (CRD# 6056626) is an Investment Advisor Representative working at Lpl Financial LLC in Metuchen, NJ and has over 7 years of experience in the finance industry. Daniel Sopher 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.