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Distance Only Summit, NJ
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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
Cecilia Lee (CRD# 2950052) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Summit, NJ and has over 17 years of experience in the finance industry.
A Lipper (CRD# 310482) is an Investment Advisor Representative working at Lipper Advisory Services Inc. in Summit, NJ and has over 28 years of experience in the finance industry.
Ricardo Lisojo (CRD# 6926739) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 5 years of experience in the finance industry.
Edward Macauley (CRD# 2197112) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 32 years of experience in the finance industry. Edward Macauley 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.
Donna Madeley (CRD# 2266624) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Summit, NJ and has over 30 years of experience in the finance industry.
John Maloney (CRD# 1006869) is an Investment Advisor Representative working at M&r Capital Management Inc. in Summit, NJ and has over 42 years of experience in the finance industry.
Jeffrey McCarty (CRD# 6363705) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 9 years of experience in the finance industry.
John McColgan (CRD# 4908001) is an Investment Advisor Representative working at Prospect Hill Management, LLC in Summit, NJ and has over 20 years of experience in the finance industry.
Kerry Meath-Sinkin (CRD# 6555858) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 8 years of experience in the finance industry. Kerry Meath-Sinkin 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.
Elizabeth Miller (CRD# 1985197) is an Investment Advisor Representative working at Summit Place Financial Advisors, LLC in Summit, NJ and has over 30 years of experience in the finance industry. Elizabeth Miller 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.