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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...
Brian Daly (CRD# 2361115) is an Investment Advisor Representative working at Park Avenue Securities LLC in Raritan, NJ and has over 30 years of experience in the finance industry.
Ke Dao (CRD# 3156914) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Raritan, NJ and has over 21 years of experience in the finance industry.
Michael Dugan (CRD# 1290083) is an Investment Advisor Representative working at Private Client Services, LLC in Raritan, NJ and has over 35 years of experience in the finance industry. Michael Dugan 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 Dugan (CRD# 4822567) is an Investment Advisor Representative working at Private Client Services, LLC in Raritan, NJ and has over 17 years of experience in the finance industry.
Gregory Elia (CRD# 5172296) is an Investment Advisor Representative working at Avantax Advisory Services in Raritan, NJ and has over 17 years of experience in the finance industry. Gregory Elia 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.
Robert Hardgrove (CRD# 1107234) is an Investment Advisor Representative working at Park Avenue Securities LLC in Raritan, NJ and has over 9 years of experience in the finance industry.
Robert Iola (CRD# 2103831) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Raritan, NJ and has over 33 years of experience in the finance industry.
Jamie Fang (CRD# 5369171) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Raritan, NJ and has over 9 years of experience in the finance industry.