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Distance Metro area (25 miles)
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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
Danna Jacobs (CRD# 5366446) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Jersey City, NJ and has over 6 years of experience in the finance industry.
We love taking our family outdoors whenever possible, be it hiking, fishing, swimming, skiing, or other fun activities. My husband and I reside in Maplewood, NJ, have a 2 year old little boy, and a 3 year old mini-husky (Alaskan Klee Kai). I love working with other young families to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly...
William Bohannan (CRD# 4905234) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 19 years of experience in the finance industry. William Bohannan 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 Bruzzichesi (CRD# 2081139) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 25 years of experience in the finance industry.
Thomas Corley (CRD# 4814354) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 17 years of experience in the finance industry. Thomas Corley 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 Freitag (CRD# 2587780) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 27 years of experience in the finance industry.
Christopher Graziano (CRD# 5355547) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 11 years of experience in the finance industry. Christopher Graziano 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.
Joseph Graziano (CRD# 2442582) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 29 years of experience in the finance industry. Joseph Graziano 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 Habib (CRD# 2107790) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 33 years of experience in the finance industry. Richard Habib 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 Holle (CRD# 2084676) is an Investment Advisor Representative working at Wealthplan Partners in Bayonne, NJ and has over 30 years of experience in the finance industry.
Jeffrey Jean Baptiste (CRD# 5742975) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bayonne, NJ and has over 14 years of experience in the finance industry.