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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...
Diane Allard (CRD# 2582880) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 21 years of experience in the finance industry. Diane Allard 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.
Michael Allison (CRD# 5082049) is an Investment Advisor Representative working at Equitable Advisors, LLC in Morristown, NJ and has over 6 years of experience in the finance industry.
Mark Alpert (CRD# 3173762) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 25 years of experience in the finance industry.
Neil Altshuler (CRD# 3200517) is an Investment Advisor Representative working at Lpl Financial LLC in Lebanon, NJ and has over 23 years of experience in the finance industry. Neil Altshuler 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.
Kevin Amerio (CRD# 5117268) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 17 years of experience in the finance industry. Kevin Amerio 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.
John Anderson (CRD# 1414564) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Morristown, NJ and has over 37 years of experience in the finance industry.
Scott Anderson (CRD# 1667177) is an Investment Advisor Representative working at Lpl Financial LLC in Hackettstown, NJ and has over 25 years of experience in the finance industry. Scott Anderson 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.
Albert Angelos (CRD# 1969748) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 30 years of experience in the finance industry.
James Angiuli (CRD# 2874847) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Whitehouse Station, NJ and has over 25 years of experience in the finance industry. James Angiuli 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.
Alfred Anke (CRD# 1365575) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warren, NJ and has over 27 years of experience in the finance industry.