-
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...
Jonathan Marciani (CRD# 7702142) is an Investment Advisor Representative working at Equitable Advisors, LLC in Saddle Brook, NJ and has 1 year of experience in the finance industry.
Sean Martin (CRD# 7803628) is an Investment Advisor Representative working at Equitable Advisors, LLC in Saddle Brook, NJ and has 1 year of experience in the finance industry.
Kyle Matthews (CRD# 7391560) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Saddle Brook, NJ and has over 2 years of experience in the finance industry.
Anthony Mazzella (CRD# 6865536) is an Investment Advisor Representative working at Eagle Strategies LLC in Saddle Brook, NJ and has over 4 years of experience in the finance industry.
Thomas Messina (CRD# 6205359) is an Investment Advisor Representative working at Eagle Strategies LLC in Saddle Brook, NJ and has over 8 years of experience in the finance industry.
Paul Meyer (CRD# 2973994) is an Investment Advisor Representative working at Mml Investors Services, LLC in Saddle Brook, NJ and has over 26 years of experience in the finance industry.
Kyle Purcell (CRD# 6273240) is an Investment Advisor Representative working at Mma Securities LLC in Saddle Brook, NJ and has over 3 years of experience in the finance industry. Kyle Purcell 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.
Dylan Purdy (CRD# 7461500) is an Investment Advisor Representative working at Eagle Strategies LLC in Saddle Brook, NJ and has 1 year of experience in the finance industry.
Jaesung Son (CRD# 4989222) is an Investment Advisor Representative working at Eagle Strategies LLC in Saddle Brook, NJ and has over 18 years of experience in the finance industry.
James Stein (CRD# 725513) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saddle Brook, NJ and has over 23 years of experience in the finance industry. James Stein 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.