Distance Metro area (25 miles)
- 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
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...
I am an Investment Advisor working at Altium Wealth Management LLC in Purchase, NY and have over 40 years of experience in the investment business.
Assisted by members of the Altium team, I help my clients get "clear and confident" about their financial future by advising them on investment strategies and philanthropic planning ideas that let them connect with their passions.
Having been in the business over many cycles, I am looking to educate my clients on what I've learned so that they don't have to make the same mistakes I did.
Seaver Wang (CRD# 4643543) is an Investment Advisor Representative, Portfolio Manager and President of Karagosian Financial Services, Inc. in New York, NY and has over 18 years of experience in the finance industry. Karagosian Financial provides research-driven portfolio management that allow clients to customize their investments beyond what is typically offered from other financial advisors.
Daniel Crimmins (CRD# 4632134) is an Investment Advisor Representative working at Crimmins Wealth Management, LLC in Woodcliff Lake, NJ and has over 20 years of experience in the finance industry.
John works as a financial advisor in UBS' Flagship office in New York City.
He has a specialty in Equity Compensation. In fact, he is one of a select few advisors nationwide that the firm designates as a Corporate Stock Benefit Consultant.
He travels extensively across the country as a member of UBS' Equity Plan Advisory Network in helping to educate and create financial plans for Senior and Mid level executives of Fortune 500 companies.
Prior to joining UBS in 2008, John served as an Associate at Lehman Brothers and Associate Group Director at Signature Securities, the investment management...
Scholtz & Company is an investment management firm which provides customized investment services to individuals and institutions. Specifically, Scholtz & Company manages its clients' individual investment accounts to help build and maintain a bright financial future. At Scholtz & Company, we are committed to building lifelong client relationships by providing exceptional service, personalized portfolios and superior long-term performance. These are goals we have been successfully achieving since our firms beginning.
Michael Buccino (CRD# 5840807) is an Investment Advisor Representative working at The Dowling Group Wealth Management in Greenwich, CT and has over 6 years of experience in the finance industry. Michael Buccino 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.