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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...
Thomas Birks (CRD# 2654784) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Bloomfield, NJ and has over 28 years of experience in the finance industry.
Nitin Bulsara (CRD# 4737044) is an Investment Advisor Representative working at Ntb Advisory Services LLC in Bloomfield, NJ and has over 22 years of experience in the finance industry.
Philip Fabrizio (CRD# 1057513) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bloomfield, NJ and has over 34 years of experience in the finance industry.
Giovanni Gambino (CRD# 5929851) is an Investment Advisor Representative working at Inner Circle Platinum Advisors LLC in Bloomfield, NJ and has 1 year of experience in the finance industry. Giovanni Gambino 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 Grossman (CRD# 722641) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bloomfield, NJ and has over 35 years of experience in the finance industry.
Kristopher Grossman (CRD# 4831471) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bloomfield, NJ and has over 18 years of experience in the finance industry.
Kaitlin Nicholis (CRD# 6563867) is an Investment Advisor Representative working at Marcum Wealth, LLC in Bloomfield, NJ and has over 5 years of experience in the finance industry. Kaitlin Nicholis 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 Pacilio Jr (CRD# 354926) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bloomfield, NJ and has over 30 years of experience in the finance industry.
Lawrence Pappas (CRD# 4458841) is an Investment Advisor Representative working at Prudential Financial Planning Services in Bloomfield, NJ and has over 20 years of experience in the finance industry. Lawrence Pappas 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.