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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...
John Sokolowski (CRD# 5193515) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 16 years of experience in the finance industry.
Jeffrey Somerstein (CRD# 4690840) is an Investment Advisor Representative working at Equitable Advisors, LLC in Montclair, NJ and has over 20 years of experience in the finance industry.
Andrew Sorger (CRD# 2310047) is an Investment Advisor Representative working at Mml Investors Services, LLC in Montclair, NJ and has over 27 years of experience in the finance industry.
James Sosinski (CRD# 7001736) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 5 years of experience in the finance industry.
Jorge Urquijo (CRD# 2149694) is an Investment Advisor Representative working at Principal Advised Services in Montclair, NJ and has over 28 years of experience in the finance industry.
Curtis White (CRD# 1694986) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Montclair, NJ and has over 36 years of experience in the finance industry.
Tyler Whitehouse (CRD# 4630308) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 21 years of experience in the finance industry. Tyler Whitehouse 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.
Jill Williams (CRD# 4615842) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Montclair, NJ and has over 21 years of experience in the finance industry. Jill Williams 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.
Dominic Aceto (CRD# 6987813) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 4 years of experience in the finance industry.
Jasmine Britton (CRD# 6312033) is an Investment Advisor Representative working at Citizens Securities, Inc. in Montclair, NJ and has over 10 years of experience in the finance industry.