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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...
Thomas Allen (CRD# 6357543) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Paramus, NJ and has over 8 years of experience in the finance industry.
Anthea Allen-Mikstay (CRD# 4539030) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 5 years of experience in the finance industry.
Stephen Allerti (CRD# 6045146) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Staten Island, NY and has over 11 years of experience in the finance industry.
Samuel Alleyne (CRD# 2118134) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Montclair, NJ and has over 33 years of experience in the finance industry.
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.
Christopher Allora (CRD# 2905197) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 26 years of experience in the finance industry.
Leon Almeida (CRD# 5645472) is an Investment Advisor Representative working at Mml Investors Services, LLC in Paramus, NJ and has over 15 years of experience in the finance industry.
Jerald Aloof (CRD# 1567086) is an Investment Advisor Representative working at Lpl Financial LLC in Cranford, NJ and has over 37 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.
Andrew Alter (CRD# 6001039) is an Investment Advisor Representative working at Forum Financial Management, LP in Manalapan, NJ and has 1 year of experience in the finance industry. Andrew Alter 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.