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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...
Michael Solomon (CRD# 2223511) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Flemington, NJ and has over 31 years of experience in the finance industry.
Michael Tekin (CRD# 2571510) is an Investment Advisor Representative working at Lpl Financial LLC in Flemington, NJ and has over 28 years of experience in the finance industry.
Patrick Tierney (CRD# 3152210) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Flemington, NJ and has over 25 years of experience in the finance industry.
Stephen Walker (CRD# 2651670) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Flemington, NJ and has over 28 years of experience in the finance industry.
Michael Williams (CRD# 7016872) is an Investment Advisor Representative working at Prestige Wealth Management Group, LLC in Flemington, NJ and has over 5 years of experience in the finance industry. Michael Williams 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.
Roy Williams (CRD# 1161149) is an Investment Advisor Representative working at Prestige Wealth Management Group, LLC in Flemington, NJ and has over 29 years of experience in the finance industry.
John Yarnell (CRD# 1584902) is an Investment Advisor Representative working at Morgan Stanley in Flemington, NJ and has over 37 years of experience in the finance industry.
Lindsay Yarnell (CRD# 6402109) is an Investment Advisor Representative working at Morgan Stanley in Flemington, NJ and has over 9 years of experience in the finance industry. Lindsay Yarnell 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.
Kathleen Boyle (CRD# 5740791) is an Investment Advisor Representative working at Edward Jones in Flemington, NJ and has 1 year of experience in the finance industry.
Joseph Carty (CRD# 1458848) is an Investment Advisor Representative working at Edward Jones in Flemington, NJ and has 1 year of experience in the finance industry.