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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...
Barry Friedson (CRD# 4012789) is an Investment Advisor Representative working at Lpl Financial LLC in Clinton, NJ and has over 11 years of experience in the finance industry. Barry Friedson 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.
Cory Gearhart (CRD# 5196855) is an Investment Advisor Representative working at Pnc Investments in Clinton, NJ and has over 17 years of experience in the finance industry.
Michelle Heide (CRD# 2186588) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clinton, NJ and has over 30 years of experience in the finance industry.
Daniel Legiec (CRD# 5318116) is an Investment Advisor Representative working at Forever Wealth LLC in Clinton, NJ and has over 9 years of experience in the finance industry. Daniel Legiec 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.
Dustin Lindley (CRD# 5727403) is an Investment Advisor Representative working at Edward Jones in Clinton, NJ and has over 14 years of experience in the finance industry.
Anthony Locascio (CRD# 1025728) is an Investment Advisor Representative working at Investment Capital Advisors in Clinton, NJ and has over 25 years of experience in the finance industry. Anthony Locascio 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.
Jason Newcomb (CRD# 2505545) is an Investment Advisor Representative working at Lpl Financial LLC in Clinton, NJ and has over 29 years of experience in the finance industry. Jason Newcomb 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.
Earl Pedersen (CRD# 2160874) is an Investment Advisor Representative working at Lpl Financial LLC in Clinton, NJ and has over 12 years of experience in the finance industry.
Alexander Radcliffe (CRD# 6431452) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clinton, NJ and has over 7 years of experience in the finance industry.