-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Theodore Agelis Jr (CRD# 5326140) is an Investment Advisor Representative working at Primerica Advisors in Oakland, NJ and has over 10 years of experience in the finance industry.
William Bajakian (CRD# 2125212) is an Investment Advisor Representative working at Primerica Advisors in Oakland, NJ and has over 33 years of experience in the finance industry.
Rickey Black (CRD# 2559490) is an Investment Advisor Representative working at Primerica Advisors in Oakland, NJ and has over 14 years of experience in the finance industry.
Stephen Craffen (CRD# 1853502) is an Investment Advisor Representative working at Stonegate Wealth Management, LLC in Oakland, NJ and has 28 years of experience in the finance industry.
Michael Giaccone (CRD# 1476194) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, NJ and has over 37 years of experience in the finance industry.
Beena Maharjan (CRD# 4147417) is an Investment Advisor Representative working at Primerica Advisors in Oakland, NJ and has over 23 years of experience in the finance industry.
Mark Milano (CRD# 4889449) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakland, NJ and has over 5 years of experience in the finance industry.
David Mital (CRD# 1437834) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakland, NJ and has over 24 years of experience in the finance industry. David Mital 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.
Michael Mital (CRD# 5709049) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakland, NJ and has over 13 years of experience in the finance industry. Michael Mital 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.