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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...
Eoin Monahan (CRD# 2293068) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ and has over 31 years of experience in the finance industry.
Gilbert Moscatello (CRD# 2914731) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Parsippany, NJ and has over 26 years of experience in the finance industry. Gilbert Moscatello 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.
Andrew Moss (CRD# 2670024) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 28 years of experience in the finance industry. Andrew Moss 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.
Gregg Munn (CRD# 6370331) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Parsippany, NJ and has over 9 years of experience in the finance industry. Gregg Munn 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.
Sean O'brien (CRD# 6199279) is an Investment Advisor Representative working at Primerica Advisors in Parsippany, NJ and has over 10 years of experience in the finance industry.
William Obrien (CRD# 2210929) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 29 years of experience in the finance industry.
Mark Oleary (CRD# 1497002) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 27 years of experience in the finance industry.
Beth Olmstead (CRD# 2848320) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Parsippany, NJ and has over 27 years of experience in the finance industry. Beth Olmstead 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.
Peter Oneill (CRD# 2307086) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 29 years of experience in the finance industry.
Mamode Oozeerally (CRD# 4245327) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ and has over 23 years of experience in the finance industry.