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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...
Gregory Nolan (CRD# 2072573) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Sparta, NJ and has over 32 years of experience in the finance industry.
Michael Ormond (CRD# 6191929) is an Investment Advisor Representative working at Pnc Investments in Sparta, NJ and has over 9 years of experience in the finance industry.
Carolyn Ottenbreit (CRD# 1576472) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sparta, NJ and has over 28 years of experience in the finance industry.
Joseph Ramondini (CRD# 5954249) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sparta, NJ and has over 12 years of experience in the finance industry.
Michael Schmid (CRD# 4407870) is an Investment Advisor Representative working at Natixis Advisors, LLC in Sparta, NJ and has over 20 years of experience in the finance industry.
Douglas Sheroff (CRD# 6335051) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sparta, NJ and has over 9 years of experience in the finance industry.
James Sorce (CRD# 2912320) is an Investment Advisor Representative working at Park Avenue Securities LLC in Sparta, NJ and has over 22 years of experience in the finance industry.
Michael Stieglitz (CRD# 4623788) is an Investment Advisor Representative working at Lpl Financial LLC in Sparta, NJ and has over 21 years of experience in the finance industry.
Glen Thomas (CRD# 1858079) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 33 years of experience in the finance industry.
Ross Weiner (CRD# 5499957) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has 1 year of experience in the finance industry. Ross Weiner 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.