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Distance Only Montville, 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
Daniel Antokal (CRD# 6320765) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Montville, NJ and has over 9 years of experience in the finance industry.
Xueping Crispo (CRD# 6942789) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Montville, NJ and has over 7 years of experience in the finance industry.
Douglas Duerr (CRD# 4471815) is an Investment Advisor Representative working at Private Advisor Group, LLC in Montville, NJ and has over 22 years of experience in the finance industry. Douglas Duerr 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.
Jordan Kaufman (CRD# 4847447) is an Investment Advisor Representative working at Green Ridge Wealth Planning LLC in Montville, NJ and has over 17 years of experience in the finance industry. Jordan Kaufman 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.
Lynn Liaskos (CRD# 4480013) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Montville, NJ and has over 22 years of experience in the finance industry.
Lawrence Marciano (CRD# 2640389) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Montville, NJ and has over 24 years of experience in the finance industry.
Daniel Mazurek (CRD# 2646136) is an Investment Advisor Representative working at Npa Asset Management, LLC in Montville, NJ and has over 28 years of experience in the finance industry.
Roger Moss (CRD# 2180612) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Montville, NJ and has over 32 years of experience in the finance industry.
Rebecca Novin-Cannon (CRD# 4666105) is an Investment Advisor Representative working at Park Avenue Securities LLC in Montville, NJ and has over 17 years of experience in the finance industry.
Robert Payne (CRD# 5200539) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Montville, NJ and has over 10 years of experience in the finance industry.