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Distance Only Westwood, 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
Jennifer Faherty (CRD# 5924934) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry. Jennifer Faherty 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.
John Fleck (CRD# 1054723) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westwood, NJ and has over 38 years of experience in the finance industry.
Marc Foti (CRD# 4995424) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has over 18 years of experience in the finance industry.
John Francisco (CRD# 6202793) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has over 6 years of experience in the finance industry.
William Hansen (CRD# 4251129) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 24 years of experience in the finance industry.
Kelly Henning (CRD# 6228401) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry. Kelly Henning 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.
William Houck (CRD# 3117914) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 25 years of experience in the finance industry. William Houck 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.
Roger James (CRD# 5342157) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 16 years of experience in the finance industry.
Daniel Kalina (CRD# 5081009) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has over 17 years of experience in the finance industry.
Christopher Kenneally (CRD# 2646535) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has over 26 years of experience in the finance industry.