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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...
Mark Dubel (CRD# 2149899) is an Investment Advisor Representative working at Lpl Financial LLC in New Brunswick, NJ and has over 30 years of experience in the finance industry.
Luander McCaskill (CRD# 3006786) is an Investment Advisor Representative working at Advice And Planning Services in New Brunswick, NJ and has over 26 years of experience in the finance industry.
Shrikant Nadkarni (CRD# 1921932) is an Investment Advisor Representative working at Fortis Capital Advisors, LLC in New Brunswick, NJ and has over 30 years of experience in the finance industry. Shrikant Nadkarni 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.
Eugene Pak (CRD# 3043223) is an Investment Advisor Representative working at Wells Fargo Advisors in New Brunswick, NJ and has over 14 years of experience in the finance industry.
Timothy Pedrero (CRD# 2992898) is an Investment Advisor Representative working at Advice And Planning Services in New Brunswick, NJ and has over 26 years of experience in the finance industry.
Manish Shah (CRD# 3243306) is an Investment Advisor Representative working at Fortis Capital Advisors, LLC in New Brunswick, NJ and has over 19 years of experience in the finance industry.
Daniel Thurm (CRD# 4481378) is an Investment Advisor Representative working at Park Avenue Securities LLC in New Brunswick, NJ and has over 22 years of experience in the finance industry. Daniel Thurm 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.
Maureen Butler (CRD# 2453113) is an Investment Advisor Representative working at Morgan Stanley in New Brunswick, NJ and has over 4 years of experience in the finance industry.
Christopher Connolly (CRD# 7383341) is an Investment Advisor Representative working at Morgan Stanley in New Brunswick, NJ and has over 2 years of experience in the finance industry.