-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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.
Christopher Meyer (CRD# 5999135) is an Investment Advisor Representative working at Wealth Quarterback LLC in Toms River, NJ and has over 10 years of experience in the finance industry.
Carmela Michaels (CRD# 1343899) is an Investment Advisor Representative working at Lpl Financial LLC in Manchester Township, NJ and has over 39 years of experience in the finance industry.
Steven Michalkowski (CRD# 5909624) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 12 years of experience in the finance industry.
Charles Milstein (CRD# 2121037) is an Investment Advisor Representative working at Equitable Advisors, LLC in Galloway, NJ and has over 33 years of experience in the finance industry.
Ann Minnium (CRD# 1526631) is an Investment Advisor Representative working at Concierge Financial Planning, LLC in Margate City, NJ and has over 32 years of experience in the finance industry. Ann Minnium 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.
Sean Monahan (CRD# 4527346) is an Investment Advisor Representative working at Commonwealth Financial Network in Toms River, NJ and has over 21 years of experience in the finance industry. Sean Monahan 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.
Scott Mondry (CRD# 4910195) is an Investment Advisor Representative working at Edward Jones in Toms River, NJ and has over 19 years of experience in the finance industry.
Steven Mortelliti (CRD# 2770829) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 27 years of experience in the finance industry.
Paul Murphy (CRD# 1130211) is an Investment Advisor Representative working at Wealth Quarterback LLC in Toms River, NJ and has over 11 years of experience in the finance industry. Paul Murphy 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.