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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...
Nancy Stewart (CRD# 1085029) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Metuchen, NJ and has over 26 years of experience in the finance industry.
Leonard Thor (CRD# 6518862) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Metuchen, NJ and has over 8 years of experience in the finance industry.
Brian Brown (CRD# 4446935) is an Investment Advisor Representative working at Investment Partners Asset Management in Metuchen, NJ and has over 11 years of experience in the finance industry.
Colin Gaven (CRD# 6827539) is an Investment Advisor Representative working at Commonwealth Financial Network in Metuchen, NJ and has 1 year of experience in the finance industry.
Charles Millas (CRD# 5658435) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Metuchen, NJ and has over 14 years of experience in the finance industry.
George Oshaughnessy (CRD# 5958528) is an Investment Advisor Representative working at Commonwealth Financial Network in Metuchen, NJ and has 1 year of experience in the finance industry.
Andrew Panko (CRD# 5226800) is an Investment Advisor Representative working at Tenon Financial in Metuchen, NJ and has over 12 years of experience in the finance industry. Andrew Panko 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.
Matthew Sopher (CRD# 6919122) is an Investment Advisor Representative working at Lpl Financial LLC in Metuchen, NJ and has over 5 years of experience in the finance industry. Matthew Sopher 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.
Michelle Wu (CRD# 4847193) is an Investment Advisor Representative working at Tenon Financial in Metuchen, NJ and has 1 year of experience in the finance industry. Michelle Wu 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.