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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
Yu Jin Kim (CRD# 4186432) is an Investment Advisor Representative working at Toews Asset Management in Northfield, NJ and has over 6 years of experience in the finance industry.
Daniel Koch (CRD# 5633889) is an Investment Advisor Representative working at Wells Fargo Advisors in Northfield, NJ and has over 15 years of experience in the finance industry.
Diane Levin (CRD# 5414365) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 16 years of experience in the finance industry.
Gail Mackler-Carlino (CRD# 1340615) is an Investment Advisor Representative working at Wells Fargo Advisors in Northfield, NJ and has over 39 years of experience in the finance industry.
Robert Martin (CRD# 5206015) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 16 years of experience in the finance industry. Robert Martin 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.
William Masciulli (CRD# 1093680) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 41 years of experience in the finance industry.
Joseph McCaffrey (CRD# 5427266) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 16 years of experience in the finance industry. Joseph McCaffrey 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.
Arlene McDonald (CRD# 1940150) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 18 years of experience in the finance industry.
Steven Michalkowski (CRD# 5909624) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 12 years of experience in the finance industry.
Steven Mortelliti (CRD# 2770829) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 27 years of experience in the finance industry.