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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 Dagostino (CRD# 3005174) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Marmora, NJ and has over 23 years of experience in the finance industry.
Robert Green (CRD# 6302501) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Marmora, NJ and has over 9 years of experience in the finance industry.
Amy Mahon (CRD# 5841642) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Marmora, NJ and has over 11 years of experience in the finance industry.
Richard Schad (CRD# 1037363) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marmora, NJ and has 1 year of experience in the finance industry.
Kyle McClure (CRD# 6744197) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Marmora, NJ and has over 6 years of experience in the finance industry.
Jaclyn Ackerson (CRD# 2226733) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 16 years of experience in the finance industry.
Mark Adams (CRD# 2545436) is an Investment Advisor Representative working at Lpl Financial LLC in Egg Harbor Township, NJ and has over 29 years of experience in the finance industry.
David Allegretto (CRD# 2708056) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Ocean City, NJ and has over 27 years of experience in the finance industry.
Craig Andres (CRD# 5306985) is an Investment Advisor Representative working at Lpl Financial LLC in Ocean City, NJ and has over 16 years of experience in the finance industry.
Ralph Autuore (CRD# 2164306) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 30 years of experience in the finance industry.