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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
Patrick Geubtner (CRD# 1961100) is an Investment Advisor Representative working at Gwn Securities Inc. in Northfield, NJ and has over 20 years of experience in the finance industry.
Daniel Gottlieb (CRD# 1137192) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 40 years of experience in the finance industry.
Landon Gould (CRD# 6754159) is an Investment Advisor Representative working at Toews Asset Management in Northfield, NJ and has over 6 years of experience in the finance industry.
Jason Graffius (CRD# 4604455) is an Investment Advisor Representative working at Toews Asset Management in Northfield, NJ and has over 7 years of experience in the finance industry.
Jeffrey Hilliard (CRD# 5079266) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 17 years of experience in the finance industry. Jeffrey Hilliard 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.
Brett Hina (CRD# 2462782) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 30 years of experience in the finance industry.
James Hinnegan (CRD# 1245451) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 40 years of experience in the finance industry.
John Hughes (CRD# 4378638) is an Investment Advisor Representative working at Quantum Capital Management, LLC in Northfield, NJ and has over 25 years of experience in the finance industry.
Noel Irwin (CRD# 5232493) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northfield, NJ and has over 13 years of experience in the finance industry.
Robert Kernan (CRD# 2362188) is an Investment Advisor Representative working at Northstar Advisory Group, LLC in Northfield, NJ and has over 30 years of experience in the finance industry. Robert Kernan 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.