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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 King (CRD# 2966986) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 23 years of experience in the finance industry. William King 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.
Eric Koch (CRD# 1697095) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 21 years of experience in the finance industry.
Paul Kurzon (CRD# 3064443) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 25 years of experience in the finance industry.
David Lachowicz (CRD# 2974656) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 23 years of experience in the finance industry. David Lachowicz 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.
Peggy Logan (CRD# 4254770) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 23 years of experience in the finance industry.
Albert Maccani (CRD# 2273961) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 27 years of experience in the finance industry.
Nicholas Magone (CRD# 5876753) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 10 years of experience in the finance industry. Nicholas Magone 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.
Ronnie Massey (CRD# 4358888) is an Investment Advisor Representative working at Massey Financial in Bayonne, NJ and has over 23 years of experience in the finance industry.
Andrew McLaughlin (CRD# 2925363) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 26 years of experience in the finance industry.
Jay Mehta (CRD# 4180384) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 23 years of experience in the finance industry. Jay Mehta 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.