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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
Joseph Fumo (CRD# 6010416) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Marmora, NJ and has over 11 years of experience in the finance industry. Joseph Fumo 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.
Lori Gallelli (CRD# 6914979) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Margate City, NJ and has over 5 years of experience in the finance industry.
Michael Gandet (CRD# 2279907) is an Investment Advisor Representative working at Lpl Financial LLC in Manahawkin, NJ and has over 25 years of experience in the finance industry.
Bruce Gandolfi (CRD# 1306547) is an Investment Advisor Representative working at Tfs Advisory Services in Hammonton, NJ and has over 28 years of experience in the finance industry.
Patrick Geubtner (CRD# 1961100) is an Investment Advisor Representative working at Gwn Securities Inc. in Northfield, NJ and has over 20 years of experience in the finance industry.
Skye Gibson (CRD# 5751937) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 14 years of experience in the finance industry.
Mary Gilbert (CRD# 2225783) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Linwood, NJ and has over 29 years of experience in the finance industry.
George Gotthold (CRD# 4460519) is an Investment Advisor Representative working at Park Piedmont Advisors LLC in Waretown, NJ and has 1 year of experience in the finance industry. George Gotthold 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.
Daniel Gottlieb (CRD# 1137192) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 40 years of experience in the finance industry.
Lee Gottlieb (CRD# 2795170) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Linwood, NJ and has over 27 years of experience in the finance industry.