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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...
Michael Marino (CRD# 2190221) is an Investment Advisor Representative working at Lotus Investment Advisors in Hackettstown, NJ and has over 26 years of experience in the finance industry. Michael Marino 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.
James McGeehin (CRD# 2927418) is an Investment Advisor Representative working at Gladstone Wealth Partners in Hackettstown, NJ and has over 25 years of experience in the finance industry.
Brian McKevitt (CRD# 2446307) is an Investment Advisor Representative working at Aegis Capital Corp. in Hackettstown, NJ and has over 27 years of experience in the finance industry.
Gregory Meehan (CRD# 2558654) is an Investment Advisor Representative working at Lpl Financial LLC in Hackettstown, NJ and has over 29 years of experience in the finance industry. Gregory Meehan 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.
Joseph Monte (CRD# 4230558) is an Investment Advisor Representative working at Primerica Advisors in Hackettstown, NJ and has over 22 years of experience in the finance industry.
John Paoloni (CRD# 1127270) is an Investment Advisor Representative working at Oakbourne Advisors in Hackettstown, NJ and has over 40 years of experience in the finance industry.
Andrew Peters (CRD# 5548991) is an Investment Advisor Representative working at Oakbourne Advisors in Hackettstown, NJ and has over 14 years of experience in the finance industry.
Kurt Schroeder (CRD# 2120598) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Hackettstown, NJ and has over 26 years of experience in the finance industry. Kurt Schroeder 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.
Edward Shevac (CRD# 2361938) is an Investment Advisor Representative working at Lpl Financial LLC in Hackettstown, NJ and has over 24 years of experience in the finance industry.
Rahn Singer (CRD# 4484372) is an Investment Advisor Representative working at Avantax Advisory Services in Hackettstown, NJ and has over 21 years of experience in the finance industry.