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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...
Thomas Dartnell (CRD# 4410042) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Arlington, NJ and has over 22 years of experience in the finance industry.
Diane De Oliveira (CRD# 5259017) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Arlington, NJ and has over 15 years of experience in the finance industry. Diane De Oliveira 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.
David Evans (CRD# 4491538) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Arlington, NJ and has over 22 years of experience in the finance industry.
Francis Jones (CRD# 4491511) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Arlington, NJ and has over 21 years of experience in the finance industry.
Kathryn Mantell (CRD# 4491499) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Arlington, NJ and has over 21 years of experience in the finance industry.
Timothy Mehaffey (CRD# 4410048) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Arlington, NJ and has over 22 years of experience in the finance industry.
Steven Oroho (CRD# 4943091) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Arlington, NJ and has over 18 years of experience in the finance industry. Steven Oroho 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.
Albert Passanante (CRD# 4410053) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Arlington, NJ and has over 22 years of experience in the finance industry.
Damien Paumi (CRD# 4428223) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Arlington, NJ and has over 22 years of experience in the finance industry.