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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...
David Rose (CRD# 1252396) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Short Hills, NJ and has over 36 years of experience in the finance industry.
Jeffrey Rosenblum (CRD# 2612975) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Short Hills, NJ and has over 28 years of experience in the finance industry.
Donald Rosenthal (CRD# 2191810) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Short Hills, NJ and has over 32 years of experience in the finance industry.
Peter Ryan (CRD# 1525910) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 28 years of experience in the finance industry.
Elizabeth Salerno (CRD# 868913) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 15 years of experience in the finance industry.
Ellen Sandler (CRD# 708988) is an Investment Advisor Representative working at Highlander Capital Management LLC in Short Hills, NJ and has over 40 years of experience in the finance industry.
Mike Saul (CRD# 2639925) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Short Hills, NJ and has over 28 years of experience in the finance industry.
James Schwarz (CRD# 416535) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Short Hills, NJ and has over 43 years of experience in the finance industry.
Rachel Schwarz (CRD# 2312224) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Short Hills, NJ and has over 30 years of experience in the finance industry.
Charles Scott (CRD# 1823409) is an Investment Advisor Representative working at Edelman Financial Engines in Short Hills, NJ and has over 23 years of experience in the finance industry. Charles Scott 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.