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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
Frank Baird (CRD# 1216559) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Morganville, NJ and has over 36 years of experience in the finance industry.
Phyllis Caputo (CRD# 5180422) is an Investment Advisor Representative working at Primerica Advisors in Morganville, NJ and has over 17 years of experience in the finance industry.
Kenneth Chan (CRD# 2955094) is an Investment Advisor Representative working at Lpl Financial LLC in Morganville, NJ and has over 26 years of experience in the finance industry.
Dimitry Nakhla (CRD# 6835771) is an Investment Advisor Representative working at Babylon Capital, LLC in Morganville, NJ and has over 6 years of experience in the finance industry.
Mark Vannauker (CRD# 2603555) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Morganville, NJ and has over 25 years of experience in the finance industry.
Ronald White (CRD# 2671208) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Morganville, NJ and has over 28 years of experience in the finance industry.
Michael Barbieri (CRD# 2765885) is an Investment Advisor Representative working at Primerica Advisors in Morganville, NJ and has over 27 years of experience in the finance industry.
Darren Odom (CRD# 6457930) is an Investment Advisor Representative working at Primerica Advisors in Morganville, NJ and has over 3 years of experience in the finance industry.
Robert Scherzer (CRD# 873966) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Morganville, NJ and has over 31 years of experience in the finance industry. Robert Scherzer 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 Xerri (CRD# 1479422) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Morganville, NJ and has over 37 years of experience in the finance industry.