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Distance Only Scotch Plains, 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
Robert Bonavito (CRD# 5139414) is an Investment Advisor Representative working at Financial Planning Group Inc. (the) in Scotch Plains, NJ and has 1 year of experience in the finance industry.
Jack Forlenza (CRD# 2243401) is an Investment Advisor Representative working at Citizens Securities, Inc. in Scotch Plains, NJ and has over 28 years of experience in the finance industry.
Jared Friedman (CRD# 4678181) is an Investment Advisor Representative working at Redwood Financial Planning, LLC in Scotch Plains, NJ and has over 20 years of experience in the finance industry. Jared Friedman 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 McLane (CRD# 2948543) is an Investment Advisor Representative working at Redwood Financial Planning, LLC in Scotch Plains, NJ and has over 26 years of experience in the finance industry. Michael McLane 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.
Jose Monroy (CRD# 5145342) is an Investment Advisor Representative working at Edward Jones in Scotch Plains, NJ and has over 17 years of experience in the finance industry. Jose Monroy 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.
Richard Morrow (CRD# 2556536) is an Investment Advisor Representative working at Lpl Financial LLC in Scotch Plains, NJ and has over 29 years of experience in the finance industry.
Richard Rodman (CRD# 1056041) is an Investment Advisor Representative working at Iam Advisory LLC in Scotch Plains, NJ and has over 28 years of experience in the finance industry.
Craig Sjonell (CRD# 2429278) is an Investment Advisor Representative working at Lpl Financial LLC in Scotch Plains, NJ and has over 29 years of experience in the finance industry.
Edward Sullivan (CRD# 2282662) is an Investment Advisor Representative working at Lpl Financial LLC in Scotch Plains, NJ and has over 26 years of experience in the finance industry. Edward Sullivan 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.
Astha Agrawal (CRD# 4998343) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Scotch Plains, NJ and has over 18 years of experience in the finance industry.