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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...
I am an Investment Advisor working at Altium Wealth Management LLC in Purchase, NY and have over 40 years of experience in the investment business.
Assisted by members of the Altium team, I help my clients get "clear and confident" about their financial future by advising them on investment strategies and philanthropic planning ideas that let them connect with their passions.
Having been in the business over many cycles, I am looking to educate my clients on what I've learned so that they don't have to make the same mistakes I did.
Robert Gargiulo (CRD# 5549715) is an Investment Advisor Representative working at Edward Jones in Fresh Meadows, NY and has over 8 years of experience in the finance industry.
Fabrizio Glick (CRD# 4696998) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fresh Meadows, NY and has over 14 years of experience in the finance industry.
Sonia Meshram (CRD# 5604896) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fresh Meadows, NY and has over 9 years of experience in the finance industry.
Robert Miraglia (CRD# 2849569) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fresh Meadows, NY and has over 20 years of experience in the finance industry.
Parikshit Patel (CRD# 6214579) is an Investment Advisor Representative working at Edward Jones in Fresh Meadows, NY and has 1 year of experience in the finance industry.
Michael Monteverde (CRD# 6169894) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fresh Meadows, NY and has over 4 years of experience in the finance industry.
Ling Yung Wu (CRD# 4211526) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fresh Meadows, NY and has over 17 years of experience in the finance industry.
Berrinal Chery (CRD# 4005058) is an Investment Advisor Representative working at Lpl Financial LLC in Fresh Meadows, NY and has over 18 years of experience in the finance industry.