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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...
Vincent Schott (CRD# 5748536) is an Investment Advisor Representative working at Xpotential Inc. in New Providence, NJ and has over 14 years of experience in the finance industry.
Soojan Shao (CRD# 2026538) is an Investment Advisor Representative working at Avantax Advisory Services in New Providence, NJ and has over 15 years of experience in the finance industry.
Robert Tilson (CRD# 5690828) is an Investment Advisor Representative working at Tilson Financial Group Inc. in New Providence, NJ and has over 9 years of experience in the finance industry. Robert Tilson 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.
Robert Tilson (CRD# 1685948) is an Investment Advisor Representative working at Tilson Financial Group Inc. in New Providence, NJ and has over 36 years of experience in the finance industry. Robert Tilson 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.
Ericka Towe (CRD# 4222099) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in New Providence, NJ and has over 21 years of experience in the finance industry.
Nicole Wegman (CRD# 5327155) is an Investment Advisor Representative working at Modera Wealth Management, LLC in New Providence, NJ and has over 15 years of experience in the finance industry. Nicole Wegman 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.
Sagar Bhimavarapu (CRD# 2593356) is an Investment Advisor Representative working at Mountain Avenue Capital LLC in New Providence, NJ and has over 28 years of experience in the finance industry.
Anthony Lupo (CRD# 5857657) is an Investment Advisor Representative working at Tilson Financial Group Inc. in New Providence, NJ and has 1 year of experience in the finance industry. Anthony Lupo 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.
Richard Ragold (CRD# 1808168) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Providence, NJ and has over 34 years of experience in the finance industry.
Gevin Robertson (CRD# 6643377) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Providence, NJ and has over 6 years of experience in the finance industry.