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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
Christopher Bernard (CRD# 4887587) is an Investment Advisor Representative working at Bcs Private Wealth Management in Rumson, NJ and has over 18 years of experience in the finance industry. Christopher Bernard 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.
John Caroli (CRD# 2756888) is an Investment Advisor Representative working at Bcs Private Wealth Management in Rumson, NJ and has over 26 years of experience in the finance industry. John Caroli 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.
Kaveeta Derosa (CRD# 4630312) is an Investment Advisor Representative working at Sgkd Advisory Services LLC in Rumson, NJ and has over 7 years of experience in the finance industry.
Lynn Elliott (CRD# 2861093) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rumson, NJ and has over 26 years of experience in the finance industry.
Peter Grayson (CRD# 1556190) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rumson, NJ and has over 37 years of experience in the finance industry.
James Magaziner (CRD# 1098594) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rumson, NJ and has over 19 years of experience in the finance industry. James Magaziner 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 O'mealia (CRD# 4342774) is an Investment Advisor Representative working at Bcs Private Wealth Management in Rumson, NJ and has 1 year of experience in the finance industry.
Joseph Oakes (CRD# 2552373) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rumson, NJ and has over 29 years of experience in the finance industry.
David Schiff (CRD# 4898283) is an Investment Advisor Representative working at Bcs Private Wealth Management in Rumson, NJ and has over 19 years of experience in the finance industry.
Bradley Smith (CRD# 2413974) is an Investment Advisor Representative working at Bcs Private Wealth Management in Rumson, NJ and has over 29 years of experience in the finance industry.