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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
Stephen Donnelly (CRD# 1294906) is an Investment Advisor Representative working at Investors Capital Advisory in Lynnfield, MA and has over 19 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.
David Kashtan (CRD# 1205312) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Manahawkin, NJ and has over 39 years of experience in the finance industry.
Kristin Klein (CRD# 3235808) is an Investment Advisor Representative working at Advice And Planning Services in Manahawkin, NJ and has over 20 years of experience in the finance industry.
Kevin O'brien (CRD# 6273183) is an Investment Advisor Representative working at Wise Planning, Inc. in Manahawkin, NJ and has over 10 years of experience in the finance industry. Kevin O'brien 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 Stephens (CRD# 5973514) is an Investment Advisor Representative working at Lpl Financial LLC in Manahawkin, NJ and has over 12 years of experience in the finance industry.
Kimberly Penna (CRD# 7138834) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manahawkin, NJ and has over 4 years of experience in the finance industry.
John Hammack (CRD# 2083423) is a Registered Investment Advisor working at Main Street Financial Solutions, LLC in Toms River, NJ and has over 22 years of experience in the finance industry. John Hammack 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 putclients' interests first and comply with the Financial Planning Practice...
Kevin Kruse (CRD# 4874990) is an Investment Advisor Representative working at Prudential Financial Planning Services in Toms River, NJ and has over 19 years of experience in the finance industry.
Jaclyn Ackerson (CRD# 2226733) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 16 years of experience in the finance industry.