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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...
Johanna Aguilera (CRD# 1280088) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westfield, NJ and has over 39 years of experience in the finance industry.
Jayson Astel (CRD# 5808026) is an Investment Advisor Representative working at Edward Jones in Westfield, NJ and has over 13 years of experience in the finance industry.
Jaime Banghart (CRD# 4544497) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 19 years of experience in the finance industry.
Frederic Behrens (CRD# 6379815) is an Investment Advisor Representative working at Cerity Partners LLC in Westfield, NJ and has over 9 years of experience in the finance industry. Frederic Behrens 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.
John Bertolini (CRD# 6639721) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Westfield, NJ and has over 7 years of experience in the finance industry.
Glenn Blachman (CRD# 2524096) is an Investment Advisor Representative working at Gateway Advisory, LLC in Westfield, NJ and has over 29 years of experience in the finance industry. Glenn Blachman 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.
Lauren Bollinger (CRD# 3005312) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westfield, NJ and has over 23 years of experience in the finance industry.
William Borders (CRD# 3173367) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Westfield, NJ and has over 19 years of experience in the finance industry.
Lourdes Borr (CRD# 4739232) is an Investment Advisor Representative working at Rivero Cpa LLC in Westfield, NJ and has over 23 years of experience in the finance industry.