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Distance Only Whippany, 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
Mark Baccaglini (CRD# 5330866) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Whippany, NJ and has over 16 years of experience in the finance industry.
James Gammero (CRD# 5633860) is an Investment Advisor Representative working at Prudential Financial Planning Services in Whippany, NJ and has over 15 years of experience in the finance industry.
Alan Levine (CRD# 1161177) is an Investment Advisor Representative working at Lpl Financial LLC in Whippany, NJ and has over 32 years of experience in the finance industry. Alan Levine 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.
Michael Lu (CRD# 4738210) is an Investment Advisor Representative working at Nav Management LLC in Whippany, NJ and has over 18 years of experience in the finance industry.
Mindy Mondaro (CRD# 1791243) is an Investment Advisor Representative working at Principal Securities, Inc. in Whippany, NJ and has over 17 years of experience in the finance industry.
Babajide Oluyemi (CRD# 2502717) is an Investment Advisor Representative working at Lpl Financial LLC in Whippany, NJ and has over 29 years of experience in the finance industry.
Lorie Rios (CRD# 2751651) is an Investment Advisor Representative working at Lpl Financial LLC in Whippany, NJ and has over 27 years of experience in the finance industry.
Robert Shapiro (CRD# 1540222) is an Investment Advisor Representative working at Lpl Financial LLC in Whippany, NJ and has over 37 years of experience in the finance industry.
Paul Cipriano (CRD# 2638449) is an Investment Advisor Representative working at Cipriano Wealth Management LLC in Whippany, NJ and has over 24 years of experience in the finance industry. Paul Cipriano 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 Keller (CRD# 6085562) is an Investment Advisor Representative working at Keller Wealth Management LLC in Whippany, NJ and has over 3 years of experience in the finance industry.