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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...
Rafael Arellano (CRD# 6150514) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Morristown, NJ and has 1 year of experience in the finance industry. Rafael Arellano 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.
Susan Arnold (CRD# 3153369) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 24 years of experience in the finance industry. Susan Arnold 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.
Michael Ashton (CRD# 2389751) is an Investment Advisor Representative working at Enduring Investments LLC in Morristown, NJ and has over 24 years of experience in the finance industry.
Gregory Auerbach (CRD# 5705236) is an Investment Advisor Representative working at The Ayco Company, LP in Morristown, NJ and has over 14 years of experience in the finance industry.
Anthony Aulffo (CRD# 5602104) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 15 years of experience in the finance industry. Anthony Aulffo 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.
Ariane Auster (CRD# 2431930) is an Investment Advisor Representative working at The Ayco Company, LP in Morristown, NJ and has over 30 years of experience in the finance industry.
Dawn Avallone (CRD# 6962882) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 5 years of experience in the finance industry.
Mark Baczek (CRD# 6569624) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Morristown, NJ and has over 8 years of experience in the finance industry.
Christopher Baker (CRD# 2425524) is an Investment Advisor Representative working at Equitable Advisors, LLC in Morristown, NJ and has over 29 years of experience in the finance industry.
Murali Balasubramanian (CRD# 1997799) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Morristown, NJ and has over 17 years of experience in the finance industry.