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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...
Thomas Wallach (CRD# 4023524) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chester, NJ and has over 24 years of experience in the finance industry. Thomas Wallach 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.
Jessica Weaver (CRD# 5564098) is an Investment Advisor Representative working at The Wealth Boutique in Chester, NJ and has over 13 years of experience in the finance industry. Jessica Weaver 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.
Donald Weir (CRD# 1045767) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Chester, NJ and has over 31 years of experience in the finance industry.
Lauren Wood (CRD# 5586764) is an Investment Advisor Representative working at The Wealth Boutique in Chester, NJ and has over 14 years of experience in the finance industry.
Andrew Wyman (CRD# 2757863) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Chester, NJ and has over 25 years of experience in the finance industry.
Robert Zwigard (CRD# 2894118) is an Investment Advisor Representative working at Lpl Financial LLC in Chester, NJ and has over 24 years of experience in the finance industry.
Nicholas Amoresano (CRD# 7449900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chester, NJ and has 1 year of experience in the finance industry.
William Cunliffe (CRD# 5238791) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Chester, NJ and has over 17 years of experience in the finance industry.
David Guarino (CRD# 7852531) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Chester, NJ and has 1 year of experience in the finance industry.
John Guyet (CRD# 2975869) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chester, NJ and has over 2 years of experience in the finance industry.