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Distance Only Warren, 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
Michael McCarthy (CRD# 4965007) is an Investment Advisor Representative working at Wells Fargo Advisors in Warren, NJ and has over 18 years of experience in the finance industry.
Terence McMahon (CRD# 1229889) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 40 years of experience in the finance industry.
Anthony Mea Jr. (CRD# 1452739) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 37 years of experience in the finance industry.
Angus Miller (CRD# 2876170) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 26 years of experience in the finance industry.
Gautam Misra (CRD# 2396612) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, NJ and has over 30 years of experience in the finance industry.
Siddharth Misra (CRD# 6150014) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, NJ and has over 10 years of experience in the finance industry.
Douglas Molstad (CRD# 2148607) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, NJ and has over 30 years of experience in the finance industry. Douglas Molstad 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.
Patricia Muha (CRD# 1547059) is an Investment Advisor Representative working at Wells Fargo Advisors in Warren, NJ and has over 14 years of experience in the finance industry.
Yeugenia Napoli (CRD# 5190703) is an Investment Advisor Representative working at Fountainhead Advisors in Warren, NJ and has over 16 years of experience in the finance industry.
Peter Needham (CRD# 1825217) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Warren, NJ and has over 21 years of experience in the finance industry. Peter Needham 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.