-
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...
Michael Knight (CRD# 7039658) is an Investment Advisor Representative working at Advisors Capital Management, LLC in Ridgewood, NJ and has over 4 years of experience in the finance industry. Michael Knight 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.
Kevin Leeds (CRD# 3270436) is an Investment Advisor Representative working at Vaughan And Company Securities, Inc. in Ridgewood, NJ and has over 24 years of experience in the finance industry.
Brayden Little (CRD# 6784046) is an Investment Advisor Representative working at Advisors Capital Management, LLC in Ridgewood, NJ and has over 4 years of experience in the finance industry. Brayden Little 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 Petronzio (CRD# 3043440) is an Investment Advisor Representative working at Edward Jones in Ridgewood, NJ and has over 25 years of experience in the finance industry.
William Scholz (CRD# 5420082) is an Investment Advisor Representative working at Maltin Wealth Management, Inc. in Ridgewood, NJ and has 1 year of experience in the finance industry.
Alexander Selem (CRD# 6900515) is an Investment Advisor Representative working at Archedia Capital LLC in Ridgewood, NJ and has over 4 years of experience in the finance industry.
Zachary Smith (CRD# 7421014) is an Investment Advisor Representative working at Advisors Capital Management, LLC in Ridgewood, NJ and has over 2 years of experience in the finance industry.
Lonnie Wollin (CRD# 1467374) is an Investment Advisor Representative working at Rim Associates, Inc. in Ridgewood, NJ and has 1 year 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.