-
Distance Only Westwood, NJ
-
COMPENSATION Either
-
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
Thomas Orecchio (CRD# 2111250) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 33 years of experience in the finance industry. Thomas Orecchio 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.
Harli Palme (CRD# 5087332) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 18 years of experience in the finance industry. Harli Palme 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.
Miroslav Pouev (CRD# 5423700) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westwood, NJ and has over 16 years of experience in the finance industry.
Vanessa Rampino (CRD# 6287587) 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.
Eva Rullo (CRD# 2387610) 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.
Christina Schappert (CRD# 7071638) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 5 years of experience in the finance industry.
Brian Schiess (CRD# 6050503) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry. Brian Schiess 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.
Arthur Sisco (CRD# 3013024) is an Investment Advisor Representative working at Lpl Financial LLC in Westwood, NJ and has over 26 years of experience in the finance industry. Arthur Sisco 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.
Stephanie Spies (CRD# 6723160) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 5 years of experience in the finance industry. Stephanie Spies 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.
Stephen Sullivan (CRD# 2917936) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Westwood, NJ and has over 13 years of experience in the finance industry.