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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...
Elliott Collins (CRD# 1317745) is an Investment Advisor Representative working at Aljen Asset Management LLC in Cedar Knolls, NJ and has over 39 years of experience in the finance industry. Elliott Collins 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.
Christopher Gillan (CRD# 5327729) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Knolls, NJ and has over 16 years of experience in the finance industry.
Ron Greenfield (CRD# 5668960) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Cedar Knolls, NJ and has over 14 years of experience in the finance industry.
Dallas Herold (CRD# 6453032) is an Investment Advisor Representative working at Edward Jones in Cedar Knolls, NJ and has over 9 years of experience in the finance industry.
Avram Katz (CRD# 1471809) is an Investment Advisor Representative working at Avram Y.katz Investment Advisory Services in Cedar Knolls, NJ and has over 37 years of experience in the finance industry.
Erica Metz (CRD# 5926516) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cedar Knolls, NJ and has over 5 years of experience in the finance industry.
Barry Morris (CRD# 5622917) is an Investment Advisor Representative working at Avantax Advisory Services in Cedar Knolls, NJ and has over 15 years of experience in the finance industry. Barry Morris 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.
Patricia Muha (CRD# 1547059) is an Investment Advisor Representative working at Wells Fargo Advisors in Cedar Knolls, NJ and has over 14 years of experience in the finance industry.
Dennis Oconnor (CRD# 1456326) is an Investment Advisor Representative working at Wells Fargo Advisors in Cedar Knolls, NJ and has over 36 years of experience in the finance industry.