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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...
William Daniel (CRD# 4773677) is an Investment Advisor Representative working at Equitable Advisors, LLC in Somerset, NJ and has over 19 years of experience in the finance industry.
Umesh Gaur (CRD# 4727665) is an Investment Advisor Representative working at Gaur Asset Management, Inc. in Somerset, NJ and has 1 year of experience in the finance industry.
John Moynihan (CRD# 2533085) is the founder and Managing Member of Waterstone Wealth Advisors, LLC in Somerville, NJ and has over 20 years of experience in the finance industry. John Moynihan 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Sharif Muhammad (CRD# 5717619) is an Investment Advisor Representative working at Unlimited Capital Advisors LLC in Somerset, NJ and has over 14 years of experience in the finance industry. Sharif Muhammad 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.
Tejaswi Patel (CRD# 2636240) is an Investment Advisor Representative working at Lpl Financial LLC in Somerset, NJ and has over 28 years of experience in the finance industry.
Daniel Ranieri (CRD# 2215419) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Somerset, NJ and has over 30 years of experience in the finance industry.
David St. Louis (CRD# 2143926) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Somerset, NJ and has over 32 years of experience in the finance industry.
Rocco Attanasio (CRD# 5359811) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Somerset, NJ and has over 15 years of experience in the finance industry.
Robert Becker (CRD# 847906) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Somerset, NJ and has over 30 years of experience in the finance industry.