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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...
Daniel Katz (CRD# 4830089) is an Investment Advisor Representative working at Revolve Wealth Partners, LLC in Hackensack, NJ and has over 19 years of experience in the finance industry. Daniel Katz 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.
Sara Kazarian (CRD# 2530349) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hackensack, NJ and has over 22 years of experience in the finance industry.
Daniel Kramer (CRD# 2525046) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Hackensack, NJ and has over 29 years of experience in the finance industry.
Angela Lestrade (CRD# 3249053) is an Investment Advisor Representative working at Advice And Planning Services in Hackensack, NJ and has over 6 years of experience in the finance industry.
Christina Light (CRD# 6688163) is an Investment Advisor Representative working at Emissary Wealth in Hackensack, NJ and has over 7 years of experience in the finance industry.
James Lugo (CRD# 4272260) is an Investment Advisor Representative working at Wells Fargo Advisors in Hackensack, NJ and has over 23 years of experience in the finance industry.
Grigori Lvov (CRD# 4638797) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Hackensack, NJ and has over 20 years of experience in the finance industry.
Michael March (CRD# 2295364) is an Investment Advisor Representative working at Npa Asset Management, LLC in Hackensack, NJ and has over 31 years of experience in the finance industry. Michael March 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.
Gail Miller (CRD# 1184860) is an Investment Advisor Representative working at Wells Fargo Advisors in Hackensack, NJ and has over 38 years of experience in the finance industry.
Daniel Montalvo (CRD# 5813352) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hackensack, NJ and has over 13 years of experience in the finance industry.