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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...
I am an Investment Advisor working at Altium Wealth Management LLC in Purchase, NY and have over 40 years of experience in the investment business.
Assisted by members of the Altium team, I help my clients get "clear and confident" about their financial future by advising them on investment strategies and philanthropic planning ideas that let them connect with their passions.
Having been in the business over many cycles, I am looking to educate my clients on what I've learned so that they don't have to make the same mistakes I did.
Daniel Menton (CRD# 3150043) is an Investment Advisor Representative working at Signature Securities Group Corp. in Jackson Heights, NY and has over 19 years of experience in the finance industry. Daniel Menton 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.
Eric Barrios (CRD# 4427004) is an Investment Advisor Representative working at Signature Securities Group Corp. in Jackson Heights, NY and has over 15 years of experience in the finance industry.
Humberto Lopez (CRD# 5456307) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jackson Heights, NY and has over 10 years of experience in the finance industry.
Philip Perry (CRD# 2120399) is an Investment Advisor Representative working at Signature Securities Group Corp. in Jackson Heights, NY and has over 26 years of experience in the finance industry.
Julio Valdez (CRD# 5599390) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jackson Heights, NY and has over 9 years of experience in the finance industry.
Jose Morales Ayala (CRD# 6046745) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jackson Heights, NY and has over 5 years of experience in the finance industry.
Christopher Riofrio (CRD# 6190422) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jackson Heights, NY and has over 4 years of experience in the finance industry.
Catherine Botero (CRD# 6404344) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jackson Heights, NY and has over 3 years of experience in the finance industry.