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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
Frank Cardia (CRD# 2808582) is an Investment Advisor Representative working at Blue Sky Financial in Point Pleasant Beach, NJ and has over 27 years of experience in the finance industry.
Michelle Coffey (CRD# 6946204) is an Investment Advisor Representative working at Sea Change Financial Planning in Point Pleasant Beach, NJ and has over 5 years of experience in the finance industry.
Thomas Comer (CRD# 4567838) is an Investment Advisor Representative working at Equitable Advisors, LLC in Point Pleasant Beach, NJ and has over 21 years of experience in the finance industry.
Felicia Malc (CRD# 5661404) is an Investment Advisor Representative working at Equitable Advisors, LLC in Point Pleasant Beach, NJ and has over 14 years of experience in the finance industry.
Ryan Morse (CRD# 4565886) is an Investment Advisor Representative working at Jersey Shore Portfolio Management, LLC in Englishtown, NJ and has over 14 years of experience in the finance industry. He owns the firm and is a Chartered Market Technician and a Certified Financial Planner. AUM over $3.5M clearing through Interactive Brokers. Six actively-managed strategies, custom accounts and performance-based compensation arrangements are available.
Brett Sabio (CRD# 3013716) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Point Pleasant Beach, NJ and has over 25 years of experience in the finance industry.
Richard Thomas (CRD# 2223861) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Point Pleasant Beach, NJ and has over 31 years of experience in the finance industry.
Brian Trause (CRD# 5060412) is an Investment Advisor Representative working at Equitable Advisors, LLC in Point Pleasant Beach, NJ and has over 15 years of experience in the finance industry.
Jeffrey Trause (CRD# 2746391) is an Investment Advisor Representative working at Equitable Advisors, LLC in Point Pleasant Beach, NJ and has over 27 years of experience in the finance industry.
Thomas Williams (CRD# 6499137) is an Investment Advisor Representative working at Equitable Advisors, LLC in Point Pleasant Beach, NJ and has over 8 years of experience in the finance industry.