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Distance Only Newton, 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
Joseph Johnston (CRD# 2026207) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newton, NJ and has over 32 years of experience in the finance industry.
Sarah Kayal (CRD# 7054954) is an Investment Advisor Representative working at Lpl Financial LLC in Newton, NJ and has over 5 years of experience in the finance industry. Sarah Kayal 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.
Frank Korszoloski (CRD# 3074977) is an Investment Advisor Representative working at Lpl Financial LLC in Newton, NJ and has over 25 years of experience in the finance industry. Frank Korszoloski 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.
Sharon Lolk (CRD# 5099196) is an Investment Advisor Representative working at Advice And Planning Services in Newton, NJ and has over 16 years of experience in the finance industry.
Steven Lyons (CRD# 5343894) is an Investment Advisor Representative working at Lpl Financial LLC in Newton, NJ and has over 16 years of experience in the finance industry.
Vincent Troiano (CRD# 2745502) is an Investment Advisor Representative working at Primerica Advisors in Newton, NJ and has over 27 years of experience in the finance industry.
Terence Wynne (CRD# 4870642) is an Investment Advisor Representative working at Edward Jones in Newton, NJ and has over 19 years of experience in the finance industry.
Peggy Farley (CRD# 4061715) is an Investment Advisor Representative working at Ascent Capital Management, Inc. in Newton, NJ and has over 2 years of experience in the finance industry.
Daniel Klippel (CRD# 6691440) is an Investment Advisor Representative working at Lpl Financial LLC in Newton, NJ and has over 7 years of experience in the finance industry.
Surabhi Sharma (CRD# 7543809) is an Investment Advisor Representative working at Primerica Advisors in Newton, NJ and has 1 year of experience in the finance industry.