-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Judith Lee (CRD# 4266796) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bedminster, NJ and has over 23 years of experience in the finance industry.
Ralph Lemon (CRD# 1370934) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 38 years of experience in the finance industry.
Mark Leonhard (CRD# 1414125) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Bedminster, NJ and has over 35 years of experience in the finance industry. Mark Leonhard 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 Lim (CRD# 4592229) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 21 years of experience in the finance industry.
Knut Lundberg (CRD# 4454585) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 22 years of experience in the finance industry.
Steven Mahler (CRD# 3224145) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 11 years of experience in the finance industry.
John Maita (CRD# 1715798) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bedminster, NJ and has over 36 years of experience in the finance industry.
Michael Marchi (CRD# 2354046) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 30 years of experience in the finance industry.
Eric Marion (CRD# 6201634) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Bedminster, NJ and has over 9 years of experience in the finance industry.
Mark Mauro (CRD# 3122620) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 25 years of experience in the finance industry.