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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 Thurm (CRD# 4481378) is an Investment Advisor Representative working at Park Avenue Securities LLC in Highland Park, NJ and has over 16 years of experience in the finance industry. Daniel Thurm 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.
Jonathan Caplan (CRD# 1681080) is an Investment Advisor Representative working at Caplan Capital Management,incorporated in Highland Park, NJ and has over 25 years of experience in the finance industry.
Nidhi Bhan (CRD# 6800337) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Highland Park, NJ and has 1 year of experience in the finance industry.
Joel Knee (CRD# 6365498) is an Investment Advisor Representative working at Parkview Capital Management in Highland Park, NJ and has over 3 years of experience in the finance industry.
Howard Azer (CRD# 4652426) is an Investment Advisor Representative working at Palmerston Group Advisors, LLC in Highland Park, NJ and has over 3 years of experience in the finance industry.
Jonathan Cohen (CRD# 6343135) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Highland Park, NJ and has over 3 years of experience in the finance industry.
Peter Gellman (CRD# 4716523) is an Investment Advisor Representative working at Palmerston Group Advisors, LLC in Highland Park, NJ and has 1 year of experience in the finance industry.
Jerrold Trub (CRD# 4873751) is an Investment Advisor Representative working at Parkview Capital Management in Highland Park, NJ and has over 13 years of experience in the finance industry.
SRI Investing LLC is a registered investment firm based in New York City and specializing in socially responsible investing (SRI). SRI helps you align your Investment and financial goals with the impact you want to make in the world. We work with socially conscious investors in the New York City metro area and throughout the country.
With over 40 years of combined financial advisory and planning experience, co-founders Gary Matthews and Amy Pender merge their professional financial expertise with a passion for investing in a better world. Prospective investors might receive a proposal from either...