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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.
Neiaffa Jones (CRD# 4930969) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Garden City Park, NY and has over 12 years of experience in the finance industry.
Raju Punnoose (CRD# 3180761) is an Investment Advisor Representative working at Infinex Investments, Inc. in Garden City Park, NY and has over 19 years of experience in the finance industry.
Michael Rothstein (CRD# 5029834) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Garden City Park, NY and has over 12 years of experience in the finance industry.
Corey Carter (CRD# 6637651) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Garden City Park, NY and has 1 year of experience in the finance industry.
Christopher Deninno (CRD# 6343417) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Garden City Park, NY and has over 3 years of experience in the finance industry.
Dennis Brennan (CRD# 3148082) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Garden City Park, NY and has over 19 years of experience in the finance industry.
Felipe Martinez (CRD# 5409745) is an Investment Advisor Representative working at Infinex Investments, Inc. in Garden City Park, NY and has over 9 years of experience in the finance industry.
Thomas Scala (CRD# 1512576) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Garden City Park, NY and has over 29 years of experience in the finance industry.