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Distance Only Vineland, 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
Ronald Holmes (CRD# 1407315) is an Investment Advisor Representative working at Calton & Associates, Inc. in Vineland, NJ and has over 38 years of experience in the finance industry.
Ian Klinger (CRD# 6937460) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Vineland, NJ and has over 5 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.
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.
Therese Pantalione (CRD# 1523804) is an Investment Advisor Representative working at Cumberland Advisors in Vineland, NJ and has over 21 years of experience in the finance industry.
Daniel Peretti (CRD# 6850075) is an Investment Advisor Representative working at Lincoln Investment in Vineland, NJ and has over 6 years of experience in the finance industry.
Anthony Romano (CRD# 2375735) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Vineland, NJ and has over 30 years of experience in the finance industry.
Dominic Romano (CRD# 6438782) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Vineland, NJ and has over 8 years of experience in the finance industry.
Steven Schiavo (CRD# 1164805) is an Investment Advisor Representative working at Prudential Financial Planning Services in Vineland, NJ and has over 24 years of experience in the finance industry.
Carol Sumoski (CRD# 6290355) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Vineland, NJ and has over 10 years of experience in the finance industry.