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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...
Thomas Riordan (CRD# 3057471) is an Investment Advisor Representative working at Wells Fargo Advisors in Pearl River, NY and has over 25 years of experience in the finance industry.
Eric Savage (CRD# 4534665) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pearl River, NY and has over 20 years of experience in the finance industry.
Brittney Secreto (CRD# 5786018) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pearl River, NY and has over 13 years of experience in the finance industry.
John Sgombick (CRD# 6752724) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pearl River, NY and has over 5 years of experience in the finance industry.
Gregory Sinno (CRD# 2833012) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pearl River, NY and has over 27 years of experience in the finance industry.
Lillian Whelan (CRD# 7392432) is an Investment Advisor Representative working at Hudson Companies in Pearl River, NY and has over 4 years of experience in the finance industry.
Seymour Williams (CRD# 1723554) is an Investment Advisor Representative working at Lifemark Securities Corp. in Pearl River, NY and has over 36 years of experience in the finance industry. Seymour Williams 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.
Jessica Wuerz (CRD# 4620635) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pearl River, NY and has over 21 years of experience in the finance industry.
Eric Bloom (CRD# 2708116) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 25 years of experience in the finance industry. Eric Bloom 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 putclients' interests first and comply with the Financial Planning Practice Standards.
In addition, Eric has the RICP, CLU, and ChFC professional designations.