-
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...
N Sean Longo (CRD# 4841588) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 18 years of experience in the finance industry.
Robert Lore (CRD# 5499762) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bridgewater, NJ and has over 15 years of experience in the finance industry.
Kelley Mack (CRD# 6025948) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 11 years of experience in the finance industry.
James McCabe (CRD# 2353578) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 30 years of experience in the finance industry.
Margaret McClain (CRD# 4737681) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 8 years of experience in the finance industry.
Christopher Meredith (CRD# 2454797) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bridgewater, NJ and has over 20 years of experience in the finance industry.
Vincent Minutillo (CRD# 1770529) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 36 years of experience in the finance industry.
Hasnain Mir (CRD# 2637422) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 18 years of experience in the finance industry.
Zeeshan Mir (CRD# 2125078) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 32 years of experience in the finance industry.
Victor Montas (CRD# 5680219) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 11 years of experience in the finance industry.