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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...
Stephen Bene (CRD# 5919964) is an Investment Advisor Representative working at Prosperity Capital Advisors in Berkeley Heights, NJ and has over 12 years of experience in the finance industry.
Jeffrey Costello (CRD# 5955678) is an Investment Advisor Representative working at Prosperity Capital Advisors in Berkeley Heights, NJ and has over 8 years of experience in the finance industry.
Gregory Dillon (CRD# 4771321) is an Investment Advisor Representative working at Prosperity Capital Advisors in Berkeley Heights, NJ and has over 16 years of experience in the finance industry. Gregory Dillon 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.
Marco Fernandes (CRD# 5457302) is an Investment Advisor Representative working at Bergen Private Wealth Management in Englewood, NJ and has over 8 years of experience in the finance industry.
“I founded BPWM to better serve my clients. To help my clients reach their goals is the foundation on which I run my practice. For my clients to truly have a financial advisor as a partner in their lives, acting as a true fiduciary to their needs, I felt the only possible solution was to be independent of shareholders and become the key decision-maker in starting BPWM.” As a financial planning firm...
Kevin Mack (CRD# 4586323) is an Investment Advisor Representative working at Edward Jones in Berkeley Heights, NJ and has over 21 years of experience in the finance industry.
William Madden (CRD# 4018627) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Berkeley Heights, NJ and has over 24 years of experience in the finance industry. William Madden 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.
James Ogrady (CRD# 5949957) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Berkeley Heights, NJ and has over 12 years of experience in the finance industry.
Susan Portnoi (CRD# 1701692) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Berkeley Heights, NJ and has over 14 years of experience in the finance industry.
Subhrajit Goon (CRD# 5214817) is an Investment Advisor Representative working at Aimcdonnaugh & Company Inc. in Berkeley Heights, NJ and has over 3 years of experience in the finance industry.