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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
Daniel Magee (CRD# 1315761) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 39 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.
Rocco Manochio (CRD# 4755891) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Creek, NJ and has over 19 years of experience in the finance industry. Rocco Manochio 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.
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.
Michael McClelland (CRD# 6400639) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Linwood, NJ and has over 8 years of experience in the finance industry.
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.
Patrick McGrory (CRD# 4153914) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Vineland, NJ and has over 23 years of experience in the finance industry. Patrick McGrory 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 Meis (CRD# 1061849) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Linwood, NJ and has over 40 years of experience in the finance industry.