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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...
Keith Tucholski (CRD# 2662759) is an Investment Advisor Representative working at Hamel Associates,inc. in Chatham, NJ and has over 28 years of experience in the finance industry. Keith Tucholski 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.
Gary Wayne (CRD# 2675553) is an Investment Advisor Representative working at Wells Fargo Advisors in Chatham, NJ and has over 28 years of experience in the finance industry. Gary Wayne 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.
Nykia Wharton (CRD# 4270524) is an Investment Advisor Representative working at Wells Fargo Advisors in Chatham, NJ and has over 23 years of experience in the finance industry.
Arleatha Williams (CRD# 1517255) is an Investment Advisor Representative working at Wells Fargo Advisors in Chatham, NJ and has over 37 years of experience in the finance industry.
Ryan Woodring (CRD# 4595724) is an Investment Advisor Representative working at Lpl Financial LLC in Chatham, NJ and has over 21 years of experience in the finance industry. Ryan Woodring 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.
Fei Yiu (CRD# 5243279) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Chatham, NJ and has over 17 years of experience in the finance industry.
Jeffrey Yoanides (CRD# 1068894) is an Investment Advisor Representative working at Wells Fargo Advisors in Chatham, NJ and has over 39 years of experience in the finance industry. Jeffrey Yoanides 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.
Zina Barsoom (CRD# 2397613) is an Investment Advisor Representative working at Wells Fargo Advisors in Chatham, NJ and has over 19 years of experience in the finance industry.
Thomas Belding (CRD# 7396465) is an Investment Advisor Representative working at Cgn Advisors, LLC in Chatham, NJ and has 1 year of experience in the finance industry. Thomas Belding 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 Carrano (CRD# 4424250) is an Investment Advisor Representative working at Principal Asset Management in Chatham, NJ and has over 2 years of experience in the finance industry.