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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
Michael McClelland (CRD# 6400639) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Linwood, NJ and has over 8 years of experience in the finance industry.
Arlene McDonald (CRD# 1940150) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 18 years of experience in the finance industry.
Patrick McGrory (CRD# 4153914) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Vineland, NJ and has over 23 years of experience in the finance industry. Patrick McGrory 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 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.
Erin Mendez (CRD# 4683353) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Vineland, NJ and has over 18 years of experience in the finance industry. Erin Mendez 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.
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.
Cassandra Minervini (CRD# 4865782) is an Investment Advisor Representative working at Rockefeller Capital Management in Hamilton, NJ and has over 16 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.
Stephan Moonesar (CRD# 5695655) 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.