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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...
Rachel Leventhal (CRD# 4426047) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ and has over 22 years of experience in the finance industry.
Vijay Leventhal (CRD# 4994559) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ and has over 18 years of experience in the finance industry.
Henry Liao (CRD# 4934158) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Parsippany, NJ and has over 18 years of experience in the finance industry.
Marco Lima (CRD# 4679582) is an Investment Advisor Representative working at Mra Advisory Group in Parsippany, NJ and has over 20 years of experience in the finance industry. Marco Lima 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.
Chien-liang Lin (CRD# 2539219) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Parsippany, NJ and has over 22 years of experience in the finance industry.
Sean Logue (CRD# 2905209) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ and has over 26 years of experience in the finance industry.
Angela Londergan (CRD# 4070929) is an Investment Advisor Representative working at Commonwealth Financial Network in Parsippany, NJ and has over 24 years of experience in the finance industry.
Randi Loreti (CRD# 4721270) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 6 years of experience in the finance industry. Randi Loreti 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.
Gary Lynch (CRD# 4332726) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Parsippany, NJ and has over 22 years of experience in the finance industry.
Michael Macdougal (CRD# 2739184) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 27 years of experience in the finance industry.