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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...
Steven Bedell (CRD# 2401066) is an Investment Advisor Representative working at Omega Capital Management, LLC in Flanders, NJ and has over 30 years of experience in the finance industry. Steven Bedell 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.
Blake Beebe (CRD# 5882375) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 11 years of experience in the finance industry.
Joshua Beekman (CRD# 5076750) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Parsippany, NJ and has over 17 years of experience in the finance industry.
Ronald Beekman (CRD# 2756602) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Parsippany, NJ and has over 27 years of experience in the finance industry.
Jason Beene (CRD# 4613477) is an Investment Advisor Representative working at Corient in Morristown, NJ and has over 21 years of experience in the finance industry. Jason Beene 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.
Joseph Belfatto (CRD# 1298210) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has over 39 years of experience in the finance industry.
Kristin Bell (CRD# 3162797) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has over 25 years of experience in the finance industry.
Lawrence Bell (CRD# 2227247) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 31 years of experience in the finance industry. Lawrence Bell 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.
Janet Bellezza (CRD# 4932020) is an Investment Advisor Representative working at Edelman Financial Engines in Tafton, PA and has over 18 years of experience in the finance industry.
John Bello (CRD# 1672841) is an Investment Advisor Representative working at Aurora Private Wealth, Inc. in Rockaway, NJ and has over 31 years of experience in the finance industry.