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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...
Robert Muhleisen (CRD# 1291353) is an Investment Advisor Representative working at Wells Fargo Advisors in Chatham, NJ and has over 39 years of experience in the finance industry.
Albert Murray Iii (CRD# 1032639) is an Investment Advisor Representative working at Seelaus Asset Management, LLC in Chatham, NJ and has over 32 years of experience in the finance industry.
Zachary Oyer (CRD# 7123635) is an Investment Advisor Representative working at Mariner Wealth in Chatham, NJ and has over 4 years of experience in the finance industry.
Lee Piccarelli (CRD# 4983190) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Chatham, NJ and has over 16 years of experience in the finance industry.
Kayla Rodriguez (CRD# 7128959) is an Investment Advisor Representative working at Mariner Wealth in Chatham, NJ and has over 4 years of experience in the finance industry. Kayla Rodriguez 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.
Tucker Sandercock (CRD# 7013583) is an Investment Advisor Representative working at Chatham Wealth Management in Chatham, NJ and has over 5 years of experience in the finance industry.
Michael Schwarzberg (CRD# 1758825) is an Investment Advisor Representative working at Wells Fargo Advisors in Chatham, NJ and has over 36 years of experience in the finance industry.
Clifford Sterling (CRD# 1333643) is an Investment Advisor Representative working at Seelaus Asset Management, LLC in Chatham, NJ and has over 37 years of experience in the finance industry.
Justin Taylor (CRD# 6270088) is an Investment Advisor Representative working at Wells Fargo Advisors in Chatham, NJ and has 1 year of experience in the finance industry.
Joshua Tosoni (CRD# 7356942) is an Investment Advisor Representative working at Hamel Associates,inc. in Chatham, NJ and has over 3 years of experience in the finance industry.