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Distance Only Monmouth Beach, 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
Lucas Carey (CRD# 5789644) is an Investment Advisor Representative working at Shore Financial Planning in Monmouth Beach, NJ and has 1 year of experience in the finance industry. Lucas Carey 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.
Joseph Garipoli (CRD# 730907) is an Investment Advisor Representative working at Avantax Advisory Services in Monmouth Beach, NJ and has over 41 years of experience in the finance industry. Joseph Garipoli 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 Kelly (CRD# 1360285) is an Investment Advisor Representative working at Equitable Advisors, LLC in Monmouth Beach, NJ and has over 23 years of experience in the finance industry.
Peter Piccinini (CRD# 2651610) is an Investment Advisor Representative working at Lpl Financial LLC in Monmouth Beach, NJ and has over 28 years of experience in the finance industry.
Joseph Vecchio (CRD# 2979722) is an Investment Advisor Representative working at Calton & Associates, Inc. in Monmouth Beach, NJ and has over 26 years of experience in the finance industry. Joseph Vecchio 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.