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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...
Laurie Adams (CRD# 5650164) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 14 years of experience in the finance industry.
James Ahern (CRD# 4733545) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 13 years of experience in the finance industry.
Dewitt Alexandre (CRD# 811398) is an Investment Advisor Representative working at Gulfstream Cm, LLC in Summit, NJ and has over 42 years of experience in the finance industry.
Kathleen Barlow (CRD# 6101970) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 10 years of experience in the finance industry.
Stephen Barral (CRD# 1303911) is an Investment Advisor Representative working at Gulfstream Cm, LLC in Summit, NJ and has over 38 years of experience in the finance industry.
Kristin Bartlow (CRD# 5712406) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 13 years of experience in the finance industry. Kristin Bartlow 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.
Nathaniel Barton (CRD# 4737250) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 16 years of experience in the finance industry.
Robert Bernoskie (CRD# 3222520) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 23 years of experience in the finance industry.
David Biunno (CRD# 4590759) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 8 years of experience in the finance industry.