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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
Jennifer Aimone-Seiler (CRD# 4854405) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 18 years of experience in the finance industry.
Samuel Alleyne (CRD# 2118134) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Montclair, NJ and has over 33 years of experience in the finance industry.
James Barrett (CRD# 1069051) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 38 years of experience in the finance industry.
Marc Bautis (CRD# 5564659) is an Investment Advisor Representative working at Bautis Financial, LLC in Montclair, NJ and has over 15 years of experience in the finance industry.
Lawrence Bogar (CRD# 1912461) is an Investment Advisor Representative working at Advisory Services Network in Montclair, NJ and has over 35 years of experience in the finance industry.
Alyssa Cortelyou (CRD# 6562062) 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.
Kevin Crews (CRD# 1845624) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Montclair, NJ and has over 33 years of experience in the finance industry.
Ryan Degrau (CRD# 5562538) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 15 years of experience in the finance industry. Ryan Degrau 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.
David Dowd (CRD# 5741614) is an Investment Advisor Representative working at Dowd Financial Planning in Montclair, NJ and has 1 year of experience in the finance industry. David Dowd 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.
John Edwards (CRD# 5574548) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 15 years of experience in the finance industry.