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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...
Jacqueline Oates (CRD# 5119162) is an Investment Advisor Representative working at Financial Engines Advisors LLC in New Milford, NJ and has over 11 years of experience in the finance industry.
Anthony Palumbo (CRD# 2975895) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in New Milford, NJ and has over 23 years of experience in the finance industry.
Brian Lee (CRD# 6916643) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in New Milford, NJ and has over 3 years of experience in the finance industry.
Eric Bloom (CRD# 2708116) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 25 years of experience in the finance industry. Eric Bloom 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 putclients' interests first and comply with the Financial Planning Practice Standards.
In addition, Eric has the RICP, CLU, and ChFC professional designations.
Alexander Bass (CRD# 4846117) is an Investment Advisor Representative working at Hightower Advisors, LLC in New York, NY and has over 16 years of experience in the finance industry.
Cole Aaronson (CRD# 6381165) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 7 years of experience in the finance industry. Cole Aaronson 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.
Mauricio Abadi (CRD# 4461130) is an Investment Advisor Representative working at Matrix Advisory in New York, NY and has over 4 years of experience in the finance industry.
Alexandra Abadia (CRD# 5951708) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 7 years of experience in the finance industry.