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Financial Planning Services Advisors in Old Tappan, New Jersey
8 Results
Unclaimed

Michael J. Porro & Co. Financial Advisor Inc.

location

OLD TAPPAN, NJ

0 Disclosures

ADVISOR BIO

Christopher John Desposito is a financial advisor with Michael J. Porro & Co. Financial Advisor Inc. in Old Tappan, New Jersey. Christopher John Desposito is registered with the state of New Jersey and holds the Series 7 and Series 65 licenses. Christopher John Desposito has been in the financial industry since 2003 and has a history of working with both individuals and institutions. Christopher John Desposito is known for providing financial planning and portfolio management services to clients, specializing in financial planning, portfolio management, and working with charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

OLD TAPPAN, NJ

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Gary Bruce Miller is a registered investment advisor with LPL Financial LLC. Gary has been in the industry since 1984 and has experience with a variety of financial products and services. Gary is also a Certified Public Accountant and has been preparing taxes since 1980. Gary can provide financial advice and services to individuals, families, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

OLD TAPPAN, NJ

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

James McGavin is a financial advisor at LPL Financial LLC. James McGavin has been in the industry since 1986 and has a wealth of experience providing financial advice to clients. James McGavin is registered with FINRA as a Registered Representative and holds the Series 3, Series 7 and SIE licenses. James McGavin is also registered as an Investment Advisor Representative in New Jersey.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

OLD TAPPAN, NJ

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Rudd is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in assets under management. Jeremy has been in the industry since 2009. He is registered to provide investment advice in 17 states and holds Series 7, Series 63, and Series 65 licenses. In addition to being a registered representative with Merrill Lynch, Jeremy has previously worked at WELLS FARGO ADVISORS, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and DAVID LERNER ASSOCIATES, INC. Jeremy's focus includes providing investment advice to high-net-worth individuals, corporations, and charitable organizations. He also provides financial planning and pension consulting services.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

LPL Financial LLC

location

OLD TAPPAN, NJ

experience

33 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Joseph Faherty is a financial advisor with LPL Financial LLC. Joseph has been in the financial services industry since 1992. Joseph is a registered representative with FINRA and holds Series 7, 24, 52, 53, and 63 licenses. Joseph specializes in retirement planning, investment management, and estate planning. Joseph is also a licensed insurance agent and can provide insurance solutions to individuals and families. In addition to his work with LPL Financial LLC, Joseph has previous experience with Royal Alliance Associates, Inc. and UBS Financial Services Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Michael J. Porro & Co. Financial Advisor Inc. | CFP ® (Certifications)

location

OLD TAPPAN, NJ

0 Disclosures

ADVISOR BIO

Michael J. Porro is a Certified Financial Planner and has been in the financial services industry since September 2003. Michael J. Porro is a General Partner in three Limited Partnerships that hold real estate. Michael J. Porro is registered with the state of New Jersey. Michael J. Porro is affiliated with Michael J. Porro & Co. Financial Advisor Inc..

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

OLD TAPPAN, NJ

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Tracy Franco is a financial advisor with over 20 years of experience in the industry. Franco is currently registered with LPL Financial LLC, and has previously been registered with Royal Alliance Associates, Inc., Commonwealth Financial Network, A. G. Edwards & Sons, Inc. and First Investors Corporation. Franco holds FINRA Series 6, 7 and 63 licenses as well as the SIE exam. Tracy Franco provides a range of financial services including portfolio management, financial planning, pension consulting, educational seminars and selection of other advisors. Franco is committed to helping clients achieve their financial goals and provides personalized advice to meet individual needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

Old Tappan, NJ

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

William Senzer has been in the financial services industry since 1983. He has been with LPL Financial LLC since December 2021. William has previously held positions at Royal Alliance Associates, Inc., Morgan Stanley DW Inc., Paine Webber Incorporated, Smith Barney Shearson Inc., Drexel Burnham Lambert Incorporated, Baird, Patrick & Co., Inc., and David Lerner Associates, Inc. William is licensed to provide investment advisory services in New Jersey and offers a variety of services to his clients. He is registered with FINRA and the state of New Jersey.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES