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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...
Lori Colin (CRD# 2409017) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Livingston, NJ and has over 11 years of experience in the finance industry. Lori Colin 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.
William Conklin (CRD# 2403483) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Livingston, NJ and has over 29 years of experience in the finance industry. William Conklin 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.
Robert Covello (CRD# 2602341) is an Investment Advisor Representative working at Eagle Strategies LLC in Livingston, NJ and has over 23 years of experience in the finance industry.
Timothy Davis (CRD# 5814437) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Livingston, NJ and has over 13 years of experience in the finance industry.
Brian Diffily (CRD# 4615043) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Livingston, NJ and has over 20 years of experience in the finance industry.
Scott Doyle (CRD# 2100219) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Livingston, NJ and has over 32 years of experience in the finance industry.
Keith Ehrich (CRD# 4950837) is an Investment Advisor Representative working at Equitable Advisors, LLC in Livingston, NJ and has over 6 years of experience in the finance industry.
Robert Ferrari (CRD# 2269841) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Livingston, NJ and has over 31 years of experience in the finance industry.
Brandon Goldstein (CRD# 6090260) is an Investment Advisor Representative working at Prudential Financial Planning Services in Livingston, NJ and has over 8 years of experience in the finance industry.
Michael Goldstein (CRD# 1180002) is an Investment Advisor Representative working at Prudential Financial Planning Services in Livingston, NJ and has over 29 years of experience in the finance industry.