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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...
Wayne Schorpp (CRD# 4757966) is an Investment Advisor Representative working at Schorpp Capital Management in North Brunswick, NJ and has 1 year of experience in the finance industry. Wayne Schorpp 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.
Wayne Sholk (CRD# 2475763) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in North Brunswick, NJ and has over 29 years of experience in the finance industry.
Roy Chereath (CRD# 2813522) is an Investment Advisor Representative working at Avantax Advisory Services in North Brunswick, NJ and has over 2 years of experience in the finance industry.
Christopher Heiser (CRD# 6160574) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in North Brunswick, NJ and has over 11 years of experience in the finance industry.
Sarsi, LLC is a registered investment adviser.We are a Fee-only Financial Advisor based in West New York, NJ and New York City with clients everywhere
We offer investment and financial planning services to individuals- typically successful professionals and business owners. Services provided are : 1.Financial Planning: Overall financial situation of the client including cash flow, debt management, risk management/insurance, estate planning and tax planning. 2. Investment strategy. 3. Asset allocation and risk management. 4. Manager/Investment product selection. 5. Investment monitoring and...
Mostafa Aamer (CRD# 4125056) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Princeton, NJ and has over 12 years of experience in the finance industry.
Mark Abadir (CRD# 2130640) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Red Bank, NJ and has over 32 years of experience in the finance industry.
Raymond Abbate (CRD# 700067) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Red Bank, NJ and has over 44 years of experience in the finance industry.
Debra Abbott-Walker (CRD# 5911611) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 12 years of experience in the finance industry.