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Distance Only Montclair, 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
John Sokolowski (CRD# 5193515) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 16 years of experience in the finance industry.
Jeffrey Somerstein (CRD# 4690840) is an Investment Advisor Representative working at Equitable Advisors, LLC in Montclair, NJ and has over 20 years of experience in the finance industry.
Andrew Sorger (CRD# 2310047) is an Investment Advisor Representative working at Mml Investors Services, LLC in Montclair, NJ and has over 27 years of experience in the finance industry.
James Sosinski (CRD# 7001736) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 5 years of experience in the finance industry.
Jorge Urquijo (CRD# 2149694) is an Investment Advisor Representative working at Principal Advised Services in Montclair, NJ and has over 28 years of experience in the finance industry.
Curtis White (CRD# 1694986) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Montclair, NJ and has over 36 years of experience in the finance industry.
Tyler Whitehouse (CRD# 4630308) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 21 years of experience in the finance industry. Tyler Whitehouse 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.
Jill Williams (CRD# 4615842) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Montclair, NJ and has over 21 years of experience in the finance industry. Jill Williams 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.
Dominic Aceto (CRD# 6987813) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 4 years of experience in the finance industry.
Marshall Burroughs (CRD# 2996913) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 23 years of experience in the finance industry. Marshall Burroughs 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.