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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...
Daniel Antokal (CRD# 6320765) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Montville, NJ and has over 9 years of experience in the finance industry.
Douglas Duerr (CRD# 4471815) is an Investment Advisor Representative working at Private Advisor Group, LLC in Montville, NJ and has over 22 years of experience in the finance industry. Douglas Duerr 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.
Jordan Kaufman (CRD# 4847447) is an Investment Advisor Representative working at Green Ridge Wealth Planning LLC in Montville, NJ and has over 17 years of experience in the finance industry. Jordan Kaufman 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.
Chang Lee (CRD# 2672951) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Montville, NJ and has over 27 years of experience in the finance industry.
Lynn Liaskos (CRD# 4480013) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Montville, NJ and has over 22 years of experience in the finance industry.
Lawrence Marciano (CRD# 2640389) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Montville, NJ and has over 24 years of experience in the finance industry.
Daniel Mazurek (CRD# 2646136) is an Investment Advisor Representative working at Npa Asset Management, LLC in Montville, NJ and has over 28 years of experience in the finance industry.
Roger Moss (CRD# 2180612) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Montville, NJ and has over 32 years of experience in the finance industry.
Rebecca Novin-Cannon (CRD# 4666105) is an Investment Advisor Representative working at Park Avenue Securities LLC in Montville, NJ and has over 17 years of experience in the finance industry.