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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...
Michael Bale (CRD# 5887111) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Montvale, NJ and has over 12 years of experience in the finance industry.
Kenneth Botwinick (CRD# 4572690) is an Investment Advisor Representative working at Signature Wealth Management Partners, LLC in Montvale, NJ and has over 15 years of experience in the finance industry.
Timothy Campbell (CRD# 1332733) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Montvale, NJ and has over 39 years of experience in the finance industry. Timothy Campbell 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.
Anne Castro (CRD# 6116245) is an Investment Advisor Representative working at G.b. Allen Associates, Inc. in Montvale, NJ and has over 11 years of experience in the finance industry.
Bernard Cohen (CRD# 1383466) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Montvale, NJ and has over 38 years of experience in the finance industry.
Robert Collesano (CRD# 726442) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Montvale, NJ and has over 42 years of experience in the finance industry.
Dennis Cordova (CRD# 5188846) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Montvale, NJ and has over 16 years of experience in the finance industry.
Geri Cuicci (CRD# 2280535) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Montvale, NJ and has over 31 years of experience in the finance industry.
Timothy Daly (CRD# 1219609) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Montvale, NJ and has over 40 years of experience in the finance industry.