-
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...
Alan Perlberg (CRD# 1111849) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Short Hills, NJ and has over 37 years of experience in the finance industry.
Alex Perlberg (CRD# 5644273) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Short Hills, NJ and has over 15 years of experience in the finance industry.
Cynthia Polito (CRD# 2701630) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 26 years of experience in the finance industry.
Mark Pomo (CRD# 1615436) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Short Hills, NJ and has over 37 years of experience in the finance industry.
Jay Post (CRD# 1700627) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Short Hills, NJ and has over 25 years of experience in the finance industry. Jay Post 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.
Sandra Raia (CRD# 1025924) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 37 years of experience in the finance industry.
Ashley Rey (CRD# 4998406) is an Investment Advisor Representative working at Wells Fargo Advisors in Short Hills, NJ and has over 13 years of experience in the finance industry. Ashley Rey 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.
Manuel Rey (CRD# 1127098) is an Investment Advisor Representative working at Wells Fargo Advisors in Short Hills, NJ and has over 40 years of experience in the finance industry.
John P Rocco (CRD# 4987260) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Short Hills, NJ and has over 12 years of experience in the finance industry.
James Rohmann (CRD# 1236036) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Short Hills, NJ and has over 38 years of experience in the finance industry.