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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...
Kevin Morin (CRD# 1272923) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bridgewater, NJ and has over 39 years of experience in the finance industry. Kevin Morin 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.
Lisa Morrison (CRD# 1623739) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 24 years of experience in the finance industry.
J Murphy (CRD# 1411172) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 37 years of experience in the finance industry.
Joshua Murray (CRD# 5259394) is an Investment Advisor Representative working at Commonwealth Financial Network in Bridgewater, NJ and has over 16 years of experience in the finance industry. Joshua Murray 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.
Eric Nelson (CRD# 5876851) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bridgewater, NJ and has over 10 years of experience in the finance industry.
Terrence Norton (CRD# 4032649) is an Investment Advisor Representative working at Pnc Investments in Bridgewater, NJ and has over 24 years of experience in the finance industry.
I'm Andrew Novick (CRD# 2909907), founder of The Investment Connection.
I've been a fee-only advisor my entire professional career, which spans more than 20years. Don't be fooled by commission-based advisers posing as fee-only planners. I am both an attorney and financial planner. Check out my website www.theinvestmentconnection.com for more information on working with me, including my fees and detail on my customized investment strategies. I focus on low-cost index strategy using ETFs and offer Socially Responsible Investments and Alternatives at no additional fee. Let's chat if you...
Christopher Noviello (CRD# 2976691) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bridgewater, NJ and has over 26 years of experience in the finance industry. Christopher Noviello 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.
Sebastian Parco (CRD# 6315502) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bridgewater, NJ and has over 6 years of experience in the finance industry.
Steven Parente (CRD# 5431800) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 15 years of experience in the finance industry.