-
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...
Kevin Shea (CRD# 5692654) is an Investment Advisor Representative working at Edelman Financial Engines in Short Hills, NJ and has over 9 years of experience in the finance industry. Kevin Shea 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.
Sophia Shi (CRD# 6877225) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Short Hills, NJ and has over 6 years of experience in the finance industry.
Vijay Singhal (CRD# 4838980) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Short Hills, NJ and has over 19 years of experience in the finance industry.
Tina Sirignano (CRD# 4338988) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 19 years of experience in the finance industry.
Joel Spitz (CRD# 1402955) is an Investment Advisor Representative working at Morgan Stanley in Short Hills, NJ and has over 38 years of experience in the finance industry.
Laura Sullivan (CRD# 1161282) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 12 years of experience in the finance industry.
Lukasz Syrek (CRD# 5719237) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Short Hills, NJ and has over 14 years of experience in the finance industry.
Daenna Tarullo (CRD# 2589569) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Short Hills, NJ and has over 20 years of experience in the finance industry.
Richard Taylor (CRD# 1516711) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Short Hills, NJ and has over 28 years of experience in the finance industry.
Joseph Troiano (CRD# 3043051) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 11 years of experience in the finance industry.