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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
Cletus Schwegman (CRD# 4891672) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 19 years of experience in the finance industry.
Lori Seyler (CRD# 5421427) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Galloway, NJ and has over 13 years of experience in the finance industry.
Preeti Shah (CRD# 5815655) is an Investment Advisor Representative working at Enlight Financial LLC in Hamilton, NJ and has over 13 years of experience in the finance industry. Preeti 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.
Gordon Shearer (CRD# 4229826) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 18 years of experience in the finance industry. Gordon Shearer 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.
David Shelly (CRD# 2355957) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mays Landing, NJ and has over 30 years of experience in the finance industry.
Jeffrey Shirk (CRD# 2090053) is an Investment Advisor Representative working at Wells Fargo Advisors in Ocean City, NJ and has over 33 years of experience in the finance industry.
John Shirk (CRD# 1249939) is an Investment Advisor Representative working at Wells Fargo Advisors in Ocean City, NJ and has over 40 years of experience in the finance industry.
Christopher Shoemaker (CRD# 4476366) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cape May Court House, NJ and has over 21 years of experience in the finance industry.
William Sisco (CRD# 1685781) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 26 years of experience in the finance industry.
James Siwek (CRD# 6428045) is an Investment Advisor Representative working at Edward Jones in Hammonton, NJ and has over 9 years of experience in the finance industry.