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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
James Ahern (CRD# 4733545) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 14 years of experience in the finance industry.
Kathleen Barlow (CRD# 6101970) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 11 years of experience in the finance industry.
Stephen Barral (CRD# 1303911) is an Investment Advisor Representative working at Gulfstream Cm, LLC in Summit, NJ and has over 39 years of experience in the finance industry.
Kristin Bartlow (CRD# 5712406) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 14 years of experience in the finance industry. Kristin Bartlow 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.
Nathaniel Barton (CRD# 4737250) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 17 years of experience in the finance industry.
Robert Bernoskie (CRD# 3222520) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 24 years of experience in the finance industry.
David Biunno (CRD# 4590759) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 9 years of experience in the finance industry.
Daniel Blloshmi (CRD# 6116626) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 10 years of experience in the finance industry.
William Braude (CRD# 1380052) is an Investment Advisor Representative working at Nbc Securities, Inc. in Summit, NJ and has over 38 years of experience in the finance industry.
Kristen Breault (CRD# 2766931) is an Investment Advisor Representative working at Circle Wealth Management, LLC in Summit, NJ and has over 25 years of experience in the finance industry.