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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...
Robert Alderman (CRD# 1813552) is an Investment Advisor Representative working at Voya Investment Management Company LLC in Chester, NJ and has over 35 years of experience in the finance industry.
Catherine Alexander (CRD# 5579611) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Doylestown, PA and has over 11 years of experience in the finance industry.
Dirk Alexander (CRD# 2751177) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Princeton, NJ and has over 26 years of experience in the finance industry.
Dominic Alfieri (CRD# 2439116) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chester, NJ and has over 30 years of experience in the finance industry.
Diane Allard (CRD# 2582880) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 21 years of experience in the finance industry. Diane Allard 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.
David Allegra (CRD# 2492045) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Madison, NJ and has over 23 years of experience in the finance industry.
Michael Allison (CRD# 5082049) is an Investment Advisor Representative working at Equitable Advisors, LLC in Morristown, NJ and has over 6 years of experience in the finance industry.
Mark Alpert (CRD# 3173762) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 25 years of experience in the finance industry.
Howard Alter (CRD# 2255826) is an Investment Advisor Representative working at Roundview Capital, LLC in Princeton, NJ and has over 31 years of experience in the finance industry.
Peter Altman (CRD# 1012713) is an Investment Advisor Representative working at Altman Investment Management LLC in Princeton, NJ and has over 31 years of experience in the finance industry.