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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.
Michele Babakian (CRD# 2050557) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Long Island City, NY and has over 12 years of experience in the finance industry. Michele Babakian 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.
Todd Cowan (CRD# 4270746) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Long Island City, NY and has over 17 years of experience in the finance industry. Todd Cowan 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.
Christopher Eble (CRD# 4323788) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Long Island City, NY and has over 17 years of experience in the finance industry. Christopher Eble 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.
Andreas Kokkinos (CRD# 1714343) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Long Island City, NY and has over 30 years of experience in the finance industry.
Michael Lynch (CRD# 5724124) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Long Island City, NY and has 1 year of experience in the finance industry.
Dominick Angione (CRD# 1260456) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Long Island City, NY and has over 29 years of experience in the finance industry.
Thomas Baxter (CRD# 2485291) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Long Island City, NY and has over 23 years of experience in the finance industry.
Amy Bobrow (CRD# 2716732) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Long Island City, NY and has over 12 years of experience in the finance industry.