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Distance Only Plainsboro, 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
James Colitsas (CRD# 4113918) is an Investment Advisor Representative working at Omni 360 Wealth, Inc. in Plainsboro, NJ and has over 23 years of experience in the finance industry.
John Dowling (CRD# 6875704) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Plainsboro, NJ and has over 6 years of experience in the finance industry.
Linda Farinola (CRD# 4649032) is an Investment Advisor Representative working at Omni 360 Wealth, Inc. in Plainsboro, NJ and has over 24 years of experience in the finance industry. Linda Farinola 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.
Bryan Katz (CRD# 3181420) is an Investment Advisor Representative working at Omni 360 Wealth, Inc. in Plainsboro, NJ and has over 24 years of experience in the finance industry. Bryan Katz 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.
James Mekovetz (CRD# 4445305) is an Investment Advisor Representative working at Edward Jones in Plainsboro, NJ and has over 20 years of experience in the finance industry.
Felix Menezes (CRD# 2444914) is an Investment Advisor Representative working at Equitable Advisors, LLC in Plainsboro, NJ and has over 29 years of experience in the finance industry.
Keka Rath (CRD# 5091421) is an Investment Advisor Representative working at Nextgen Wealth Counselors Limited Liability Company in Plainsboro, NJ and has over 17 years of experience in the finance industry. Keka Rath 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.
Neel Shah (CRD# 6594688) is an Investment Advisor Representative working at Omni 360 Wealth, Inc. in Plainsboro, NJ and has over 8 years of experience in the finance industry. Neel Shah 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.
Nitin Shah (CRD# 5531784) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Plainsboro, NJ and has over 15 years of experience in the finance industry.
Alexander Winter (CRD# 6140875) is an Investment Advisor Representative working at Pnc Investments in Plainsboro, NJ and has over 11 years of experience in the finance industry.