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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...
Eugene Mulvaney (CRD# 2028798) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Short Hills, NJ and has over 33 years of experience in the finance industry.
Valerie Murray (CRD# 1442727) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, NJ and has over 14 years of experience in the finance industry.
Eric Nelson (CRD# 5815563) is an Investment Advisor Representative working at Abe Capital Management, LLC in Short Hills, NJ and has over 13 years of experience in the finance industry.
Emily Nikoloudis (CRD# 3223547) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Short Hills, NJ and has over 10 years of experience in the finance industry.
Thomas O'rourke (CRD# 1090582) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Short Hills, NJ and has over 38 years of experience in the finance industry.
Antoine Ojeil Jr (CRD# 6324723) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Short Hills, NJ and has over 9 years of experience in the finance industry.
Reginald Parker (CRD# 6564953) is an Investment Advisor Representative working at Morgan Stanley in Short Hills, NJ and has over 5 years of experience in the finance industry.
Bela Patel (CRD# 2842340) 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.
Philip Paul (CRD# 4875748) is an Investment Advisor Representative working at Morgan Stanley in Short Hills, NJ and has over 19 years of experience in the finance industry. Philip Paul 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 Pearly (CRD# 4071099) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Short Hills, NJ and has over 24 years of experience in the finance industry.