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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...
Charles McKenzie (CRD# 6923241) is an Investment Advisor Representative working at Leo Wealth, LLC in Iselin, NJ and has over 6 years of experience in the finance industry. Charles McKenzie 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.
Jason Midkiff (CRD# 6466450) is an Investment Advisor Representative working at Gwn Securities Inc. in Iselin, NJ and has over 8 years of experience in the finance industry.
George Mouded (CRD# 4736811) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Iselin, NJ and has over 19 years of experience in the finance industry.
Linda Muldoon (CRD# 2859713) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Iselin, NJ and has over 26 years of experience in the finance industry.
Tara Muldoon (CRD# 5525907) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Iselin, NJ and has over 11 years of experience in the finance industry.
Rosemary Neidermeyer (CRD# 6590136) is an Investment Advisor Representative working at Lpl Financial LLC in Iselin, NJ and has over 7 years of experience in the finance industry.
Rugmini Padmakumar (CRD# 4541076) is an Investment Advisor Representative working at Mml Investors Services, LLC in Iselin, NJ and has over 18 years of experience in the finance industry.
Patricia Palmisano (CRD# 1442730) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Iselin, NJ and has over 11 years of experience in the finance industry.
Anita Patel (CRD# 4614716) is an Investment Advisor Representative working at Bravias Capital Group, LLC in Iselin, NJ and has over 18 years of experience in the finance industry.
Sonia Patel (CRD# 3248253) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Iselin, NJ and has over 24 years of experience in the finance industry.