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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
David Finkel (CRD# 1198006) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 40 years of experience in the finance industry.
Kurtis Finkel (CRD# 5674867) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 12 years of experience in the finance industry.
Thomas Fitzpatrick (CRD# 5492019) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Ocean View, NJ and has over 16 years of experience in the finance industry. Thomas Fitzpatrick 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.
Andrew Frank (CRD# 4791493) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Woodstown, NJ and has over 9 years of experience in the finance industry.
Joseph Frank (CRD# 212791) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Woodstown, NJ and has over 40 years of experience in the finance industry.
Thomas Frannicola (CRD# 2681122) is an Investment Advisor Representative working at Independent Financial Group, LLC in Blackwood, NJ and has over 28 years of experience in the finance industry.
John Fredrick (CRD# 732986) is an Investment Advisor Representative working at Rockcrest Financial LLC in Somers Point, NJ and has over 25 years of experience in the finance industry.
Jason Gabrieli (CRD# 5692911) is an Investment Advisor Representative working at Hfm Investment Advisors, LLC in Glassboro, NJ and has over 14 years of experience in the finance industry. Jason Gabrieli 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.
Bruce Gandolfi (CRD# 1306547) is an Investment Advisor Representative working at Tfs Advisory Services in Hammonton, NJ and has over 28 years of experience in the finance industry.
Paul Genoese (CRD# 2327339) is an Investment Advisor Representative working at Avantax Advisory Services in Sicklerville, NJ and has over 30 years of experience in the finance industry.