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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...
Janet Critchley (CRD# 2646684) is an Investment Advisor Representative working at Mariner Wealth in Madison, NJ and has over 28 years of experience in the finance industry. Janet Critchley 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.
James Cunningham (CRD# 4383553) is an Investment Advisor Representative working at Mml Investors Services, LLC in Madison, NJ and has over 21 years of experience in the finance industry.
Richard Davis (CRD# 4663854) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 20 years of experience in the finance industry.
Jeffrey Dickinson (CRD# 2992434) is an Investment Advisor Representative working at Mml Investors Services, LLC in Madison, NJ and has over 25 years of experience in the finance industry. Jeffrey Dickinson 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 Diquollo (CRD# 4331182) is an Investment Advisor Representative working at Mariner Wealth in Madison, NJ and has 1 year of experience in the finance industry.
Keith Dowling (CRD# 4861747) is an Investment Advisor Representative working at Mariner Wealth in Madison, NJ and has over 15 years of experience in the finance industry. Keith Dowling 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.
John Egan (CRD# 1747723) is an Investment Advisor Representative working at Hightower Advisors, LLC in Madison, NJ and has over 24 years of experience in the finance industry. John Egan 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.
Thomas Ercolano (CRD# 1492525) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Madison, NJ and has over 12 years of experience in the finance industry.
Joseph Felicetti (CRD# 1188065) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Madison, NJ and has over 35 years of experience in the finance industry.
Robert Foley (CRD# 5245738) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Madison, NJ and has over 17 years of experience in the finance industry.