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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...
Stephen Brozak (CRD# 1539206) is an Investment Advisor Representative working at Wbb Securities, LLC in Cranford, NJ and has over 37 years of experience in the finance industry.
John Callahan (CRD# 1146615) is an Investment Advisor Representative working at Merrion Investment Management Co, LLC in Cranford, NJ and has over 40 years of experience in the finance industry.
David Cerchio (CRD# 4461123) is an Investment Advisor Representative working at Park Avenue Securities LLC in Cranford, NJ and has over 22 years of experience in the finance industry.
Andrew Christakos (CRD# 5943206) is an Investment Advisor Representative working at Westfield Wealth Management, LLC in Cranford, NJ and has over 8 years of experience in the finance industry.
Anna Christakos (CRD# 3087348) is an Investment Advisor Representative working at Westfield Wealth Management, LLC in Cranford, NJ and has over 25 years of experience in the finance industry.
Adriane Conway (CRD# 3045125) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cranford, NJ and has over 24 years of experience in the finance industry.
Cynthia Crane (CRD# 6113066) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cranford, NJ and has over 11 years of experience in the finance industry.
Mohit Desai (CRD# 5744579) is an Investment Advisor Representative working at Md Wealth Advisors Inc. in Cranford, NJ and has over 14 years of experience in the finance industry. Mohit Desai 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.
Stanley Ehrlich (CRD# 4551679) is an Investment Advisor Representative working at S.f. Ehrlich Associates, Inc. in Cranford, NJ and has over 6 years of experience in the finance industry.
David Erb (CRD# 4572290) is an Investment Advisor Representative working at Merrion Investment Management Co, LLC in Cranford, NJ and has over 20 years of experience in the finance industry.