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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
Joseph Pecoraro (CRD# 6284254) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Summit, NJ and has over 9 years of experience in the finance industry.
Hylton Phillips-Page (CRD# 1247830) is an Investment Advisor Representative working at Lipper Advisory Services Inc. in Summit, NJ and has over 39 years of experience in the finance industry.
Gaetan Policard (CRD# 6736509) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 7 years of experience in the finance industry.
Daniel Pulver (CRD# 2093659) is an Investment Advisor Representative working at Pulver Capital Management LLC in Summit, NJ and has over 28 years of experience in the finance industry.
Tanya Pulver (CRD# 2658849) is an Investment Advisor Representative working at Pulver Capital Management LLC in Summit, NJ and has over 28 years of experience in the finance industry.
Robert Rewey (CRD# 2521503) is an Investment Advisor Representative working at Rewey Asset Management in Summit, NJ and has over 28 years of experience in the finance industry.
Joel Rieck (CRD# 6855088) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 6 years of experience in the finance industry.
Kevin Rinow (CRD# 5890805) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 13 years of experience in the finance industry. Kevin Rinow 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.
Frank Robertazzi (CRD# 5424152) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 16 years of experience in the finance industry.
Hoyt Robey (CRD# 2927026) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 26 years of experience in the finance industry.