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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
Patrick McGrory (CRD# 4153914) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Vineland, NJ and has over 23 years of experience in the finance industry. Patrick McGrory 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.
James Meis (CRD# 1061849) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Linwood, NJ and has over 40 years of experience in the finance industry.
Erin Mendez (CRD# 4683353) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Vineland, NJ and has over 18 years of experience in the finance industry. Erin Mendez 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.
Cassandra Minervini (CRD# 4865782) is an Investment Advisor Representative working at Rockefeller Capital Management in Hamilton, NJ and has over 16 years of experience in the finance industry.
Michael Modica (CRD# 6186360) is an Investment Advisor Representative working at Pine Valley Investments in Williamstown, NJ and has over 10 years of experience in the finance industry.
Stephan Moonesar (CRD# 5695655) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 14 years of experience in the finance industry.
Ashley Moore (CRD# 6437546) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cape May Court House, NJ and has over 7 years of experience in the finance industry.
Roger Mussa (CRD# 3079147) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 24 years of experience in the finance industry.
Steven Nieves (CRD# 4061296) is an Investment Advisor Representative working at Lpl Financial LLC in Woolwich Township, NJ and has over 19 years of experience in the finance industry.
Paul Oakley (CRD# 1450529) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 36 years of experience in the finance industry.