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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...
Marshall Burroughs (CRD# 2996913) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 23 years of experience in the finance industry. Marshall Burroughs 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.
Sean Czepiel (CRD# 5217505) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 15 years of experience in the finance industry.
Scott Doyle (CRD# 7466277) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Montclair, NJ and has over 2 years of experience in the finance industry.
Ryan Goudie (CRD# 6724445) 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.
Adam Hunt (CRD# 3084460) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 25 years of experience in the finance industry. Adam Hunt 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.
Dennis Karpenko (CRD# 7320492) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 2 years of experience in the finance industry.
Sun Hyung Kim (CRD# 5200853) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 17 years of experience in the finance industry.
Nicholas Laverghetta (CRD# 7620322) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has 1 year of experience in the finance industry.
Dominick Lombardi (CRD# 7305794) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 2 years of experience in the finance industry.
Jillian North (CRD# 7552945) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Montclair, NJ and has 1 year of experience in the finance industry.